Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
2025
Q1
$352K Buy
2024
Q4
$383K Buy
2024
Q3
$402K Hold
2024
Q2
$349K Hold
2024
Q1
$387K Buy
2023
Q4
Sell
2023
Q3
$241K Sell
2023
Q2
$281K Hold
2023
Q1
$257K Sell
2022
Q4
$235K Hold
2022
Q3
$205K Sell
2022
Q2
$221K Buy