Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
2025
Q1
$395K Sell
2024
Q4
$364K Sell
2024
Q3
$398K Buy
2024
Q2
$427K Buy
2024
Q1
$370K Sell
2023
Q4
$378K Buy
2023
Q3
$311K Buy
2023
Q2
$271K Buy