Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Hold
2025
Q1
$367K Buy
2024
Q4
$324K Sell
2024
Q3
$343K Hold
2024
Q2
$315K Hold
2024
Q1
$336K Sell
2023
Q4
$288K Hold
2023
Q3
$308K Hold
2023
Q2
$345K Hold
2023
Q1
$363K Buy