Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$202K Buy
2024
Q2
Sell
2024
Q1
$246K Sell
2023
Q4
$260K Buy
2023
Q2
Sell
2023
Q1
$115K Buy
2022
Q4
$71.5K Buy