Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Sell
2025
Q2
$140K Sell
2025
Q1
$108K Buy
2024
Q4
$146K Sell
2024
Q3
$116K Sell
2024
Q2
$209K Buy
2024
Q1
$108K Buy
2023
Q4
$169K Buy
2023
Q3
$144K Hold
2023
Q2
$207K Hold
2023
Q1
$171K Buy