Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Sell
2025
Q2
$1.39M Sell
2025
Q1
$1.03M Buy
2024
Q4
$653K Buy
2024
Q2
Sell
2024
Q1
$169K Hold
2023
Q4
$170K Buy
2023
Q3
Sell
2023
Q2
$51.6K Sell
2023
Q1
$190K Buy
2022
Q4
$113K Buy
2022
Q3
$62K Buy