Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
2025
Q1
$230K Buy
2024
Q4
Sell
2024
Q3
$1.35M Buy
2023
Q2
Sell
2023
Q1
$391K Buy
2022
Q3
Sell
2022
Q2
$228K Sell
2022
Q1
$333K Buy
2021
Q4
Sell
2021
Q3
$520K Sell
2021
Q2
$755K Buy
2021
Q1
$408K Buy