Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
2025
Q2
$103K Sell
2025
Q1
$85.5K Sell
2024
Q4
$129K Sell
2024
Q3
$150K Buy
2024
Q2
$113K Buy
2024
Q1
$90.2K Buy
2023
Q4
$126K Buy
2023
Q3
$106K Buy