Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$598K Buy
2025
Q1
$378K Buy
2024
Q4
$429K Buy
2024
Q3
$266K Buy
2024
Q2
$49.3K Buy
2024
Q1
Sell
2023
Q4
$69.4K Sell
2023
Q3
$300K Buy
2023
Q2
$413K Sell
2023
Q1
$645K Buy
2022
Q4
Sell
2022
Q3
$254K Buy
2022
Q2
Sell
2022
Q1
$138K Buy