Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
2025
Q1
$160K Buy
2024
Q4
$76.7K Sell
2024
Q3
$443K Buy
2024
Q2
$65.2K Sell
2024
Q1
$67.9K Sell
2023
Q4
$86.1K Buy
2023
Q3
$88.3K Buy
2023
Q2
$80.7K Hold
2023
Q1
$98.9K Sell
2022
Q4
$213K Sell
2022
Q3
$201K Buy
2022
Q2
$263K Sell
2022
Q1
$279K Buy
2021
Q4
$270K Buy