Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$279K Buy
2024
Q4
$296K Sell
2024
Q3
$1.58M Sell
2024
Q2
$2.1M Buy
2024
Q1
Sell
2023
Q4
$438K Buy