Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
2025
Q1
$515K Buy
2024
Q4
$302K Buy
2024
Q3
$301K Buy
2024
Q2
$281K Buy
2024
Q1
$239K Sell
2023
Q4
$392K Buy
2023
Q3
$241K Buy
2023
Q2
$155K Buy
2023
Q1
Sell
2022
Q4
$215K Buy
2022
Q3
$160K Buy
2022
Q2
$67K Sell
2022
Q1
$95K Buy
2021
Q4
$100K Buy