Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
2025
Q1
Sell
2024
Q4
$450K Buy
2023
Q3
Sell
2023
Q2
$241K Buy
2023
Q1
Sell
2022
Q4
$738K Buy
2022
Q3
$553K Buy
2021
Q4
Sell
2021
Q3
$278K Buy