Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Hold
2025
Q1
$393K Hold
2024
Q4
$422K Sell
2024
Q3
$376K Sell
2024
Q2
$397K Hold
2024
Q1
$341K Hold
2023
Q4
$429K Hold
2023
Q3
$520K Buy
2023
Q2
$374K Buy
2023
Q1
$250K Buy