Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$580K Buy
2024
Q4
$298K Buy
2024
Q2
Sell
2024
Q1
$271K Buy
2023
Q3
Sell
2023
Q2
$376K Buy
2023
Q1
$202K Sell
2022
Q4
$215K Sell
2022
Q3
$394K Buy
2022
Q2
Hold
2021
Q1
Sell
2020
Q4
$368K Buy