Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Buy
2025
Q2
$292K Sell
2025
Q1
$440K Sell
2024
Q4
$752K Sell
2024
Q3
$1.1M Buy
2024
Q2
$982K Buy
2024
Q1
$405K Sell
2023
Q4
$403K Buy
2023
Q3
$292K Buy
2023
Q2
$274K Sell
2023
Q1
$342K Buy