Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
2025
Q1
$126K Sell
2024
Q4
$214K Buy
2024
Q3
$180K Buy
2024
Q2
$113K Buy
2024
Q1
$88K Buy
2023
Q4
$64.3K Sell
2023
Q3
$91.9K Buy