Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2025
Q2
$192K Hold
2025
Q1
$178K Sell
2024
Q4
$234K Hold
2024
Q3
$234K Hold
2024
Q2
$234K Hold
2024
Q1
$253K Sell
2023
Q4
$265K Buy
2023
Q3
$117K Hold
2023
Q2
$125K Sell
2023
Q1
$112K Buy