Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$203K Sell
2024
Q4
$267K Hold
2024
Q3
$260K Sell
2024
Q2
$291K Sell
2024
Q1
$289K Sell
2023
Q4
$254K Hold
2023
Q3
$266K Hold
2023
Q2
$249K Sell
2023
Q1
$235K Buy