Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$222K Buy
2025
Q1
$244K Sell
2024
Q4
$247K Hold
2024
Q3
$247K Sell
2024
Q2
$296K Sell
2024
Q1
$342K Sell
2023
Q4
$338K Sell
2023
Q3
$425K Sell
2023
Q2
$388K Buy
2023
Q1
$416K Buy
2022
Q4
$383K Buy