Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$500K Buy
2025
Q2
$177K Hold
2025
Q1
$185K Sell
2024
Q4
$217K Hold
2024
Q3
$185K Hold
2024
Q2
$171K Sell
2024
Q1
$417K Buy