Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Hold
2025
Q2
$442K Hold
2025
Q1
$494K Sell
2024
Q4
$448K Buy
2024
Q3
$362K Buy
2024
Q2
Sell
2024
Q1
$222K Buy
2022
Q2
Sell
2022
Q1
$244K Buy