Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2025
Q1
$3.05M Buy
2024
Q4
$3.31M Buy
2024
Q3
$1.38M Buy
2024
Q2
$269K Hold
2024
Q1
$287K Hold
2023
Q4
$237K Hold
2023
Q3
$224K Buy