Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2025
Q1
$370K Buy
2024
Q4
$306K Sell
2024
Q3
$575K Sell
2024
Q2
$546K Sell
2024
Q1
$639K Sell
2023
Q4
$1.1M Buy
2023
Q3
$399K Buy