Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
2025
Q1
$176K Sell
2024
Q4
$174K Sell
2024
Q3
$296K Sell
2024
Q2
$225K Sell
2024
Q1
$230K Buy
2023
Q4
$205K Sell
2023
Q3
$203K Buy
2023
Q2
$236K Sell
2023
Q1
$215K Buy
2022
Q4
$176K Sell
2022
Q3
$152K Sell
2022
Q2
$241K Buy
2022
Q1
$350K Buy
2021
Q4
$336K Buy
2021
Q3
$267K Buy