Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
2025
Q1
$305K Sell
2024
Q4
$343K Sell
2024
Q3
$392K Sell
2024
Q2
$343K Sell
2024
Q1
$383K Buy
2023
Q4
$365K Buy
2023
Q3
$316K Buy
2023
Q2
$218K Buy