Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
2025
Q1
$387K Buy
2024
Q4
$156K Buy
2024
Q3
$117K Buy
2024
Q2
$34.1K Buy
2024
Q1
$6.29K Sell
2023
Q4
$6.9K Buy
2023
Q3
$1.78K Sell
2023
Q2
$61.9K Buy
2023
Q1
Sell
2022
Q4
$11.3K Sell
2022
Q3
$193K Buy
2022
Q2
$191K Buy
2022
Q1
$20K Sell
2021
Q4
$22K Buy
2021
Q3
$20K Sell
2021
Q2
$38K Sell
2021
Q1
$52K Buy