Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$297K Buy
2024
Q4
Sell
2024
Q3
$362K Buy
2024
Q2
$345K Buy
2024
Q1
$334K Buy
2023
Q4
$344K Buy
2023
Q3
$347K Sell
2023
Q2
$415K Buy
2023
Q1
$458K Sell
2022
Q4
$602K Buy
2022
Q3
$511K Sell
2022
Q2
$612K Buy
2022
Q1
$598K Buy
2021
Q4
$638K Buy