Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$309K Buy
2024
Q2
Sell
2024
Q1
$287K Sell
2023
Q4
$664K Sell
2023
Q3
$625K Buy
2023
Q2
$250K Sell
2023
Q1
$423K Buy
2022
Q4
$316K Buy
2022
Q3
Sell
2022
Q2
$244K Buy