Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Sell
2025
Q2
$673K Buy
2024
Q4
Sell
2024
Q3
$35K Buy
2024
Q1
Sell
2023
Q4
$6K Hold
2023
Q3
$4K Buy