Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
2025
Q1
$405K Buy
2024
Q4
$385K Buy
2024
Q3
$319K Sell
2024
Q2
$312K Sell
2024
Q1
$416K Sell
2023
Q4
$422K Buy