Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$187K Sell
2025
Q2
$387K Buy
2025
Q1
$157K Sell
2024
Q4
$441K Hold
2024
Q3
$441K Hold
2024
Q2
$523K Buy
2024
Q1
$519K Sell
2023
Q4
$598K Buy
2023
Q3
$485K Sell
2023
Q2
$606K Sell
2023
Q1
$513K Buy
2022
Q4
$462K Buy