Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
2025
Q1
$320K Hold
2024
Q4
$273K Hold
2024
Q3
$288K Hold
2024
Q2
$315K Buy
2024
Q1
$290K Hold
2023
Q4
$285K Sell
2023
Q3
$287K Buy
2023
Q2
$266K Hold
2023
Q1
$254K Sell
2022
Q4
$277K Buy
2022
Q3
$224K Buy
2022
Q2
$230K Buy