Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Buy
2025
Q2
$251K Hold
2025
Q1
$246K Hold
2024
Q4
$278K Sell
2024
Q3
$363K Sell
2024
Q2
$326K Hold
2024
Q1
$348K Hold
2023
Q4
$301K Sell
2023
Q3
$286K Sell
2023
Q2
$394K Hold
2023
Q1
$345K Hold
2022
Q4
$286K Buy