Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
2025
Q1
$293K Sell
2024
Q4
$313K Buy
2024
Q3
$332K Sell
2024
Q2
$423K Buy
2024
Q1
$398K Buy
2023
Q4
$274K Buy
2023
Q3
Sell
2023
Q2
$228K Buy