Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
2025
Q1
$318K Buy
2024
Q4
$234K Sell
2024
Q3
$303K Buy
2024
Q2
$281K Sell
2024
Q1
$317K Buy
2023
Q4
$248K Sell
2023
Q3
$257K Buy
2023
Q2
$221K Buy