Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$208K Hold
2025
Q1
$240K Sell
2024
Q4
$201K Sell
2024
Q3
$205K Sell
2024
Q2
$375K Hold
2024
Q1
$388K Hold
2023
Q4
$366K Buy
2023
Q3
$242K Buy
2023
Q2
$204K Buy
2023
Q1
Sell
2022
Q4
$213K Buy