Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
2025
Q1
$217K Hold
2024
Q4
$268K Hold
2024
Q3
$266K Hold
2024
Q2
$414K Buy
2024
Q1
$170K Buy
2023
Q4
$130K Hold
2023
Q3
$68.6K Hold
2023
Q2
$91.2K Buy