Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Sell
2025
Q2
$166K Sell
2025
Q1
$178K Hold
2024
Q4
$206K Sell
2024
Q3
$277K Sell
2024
Q2
$308K Sell
2024
Q1
$312K Sell
2023
Q4
$511K Sell
2023
Q3
$476K Sell
2023
Q2
$1.04M Sell
2023
Q1
$1.12M Buy