Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$399K Sell
2025
Q1
$342K Buy
2024
Q4
Sell
2024
Q3
$292K Buy
2024
Q2
Sell
2024
Q1
$283K Buy
2023
Q4
Sell
2023
Q3
$286K Buy
2023
Q2
Sell
2023
Q1
$528K Buy
2022
Q4
Sell
2022
Q3
$340K Buy
2022
Q2
$286K Buy