Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$919K Hold
2025
Q1
$807K Sell
2024
Q4
$1.28M Sell
2024
Q3
$1.19M Sell
2024
Q2
$944K Sell
2024
Q1
$1.09M Hold
2023
Q4
$999K Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.48M Buy