Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Sell
2025
Q2
$395K Sell
2025
Q1
$529K Buy
2024
Q4
$352K Buy
2024
Q3
Sell
2024
Q2
$275K Buy
2020
Q4
Sell
2020
Q3
$4.38M Sell
2020
Q2
$4.83M Buy