Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
2025
Q1
$152K Hold
2024
Q4
$159K Buy
2024
Q3
$110K Hold
2024
Q2
$102K Hold
2024
Q1
$91K Hold
2023
Q4
$97K Hold
2023
Q3
$102K Sell
2023
Q2
$142K Buy
2023
Q1
$87K Hold
2022
Q4
$93K Hold
2022
Q3
$76K Hold
2022
Q2
$73K Hold
2022
Q1
$101K Buy