Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$228K Sell
2024
Q4
$766K Buy
2024
Q3
$342K Buy
2024
Q2
$215K Sell
2024
Q1
$380K Sell
2023
Q4
$332K Sell
2023
Q3
$316K Buy
2023
Q2
$389K Sell
2023
Q1
$307K Buy
2022
Q4
$509K Buy
2022
Q3
$456K Sell
2022
Q2
$402K Hold
2022
Q1
$618K Buy