Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Hold
2025
Q2
$300K Sell
2025
Q1
$304K Buy
2024
Q4
$227K Buy
2024
Q3
$270K Sell
2024
Q2
$274K Buy
2024
Q1
$283K Hold
2023
Q4
$233K Hold
2023
Q3
$223K Hold
2023
Q2
$218K Buy
2023
Q1
Sell
2022
Q4
$306K Buy
2022
Q3
$238K Sell
2022
Q2
$227K Sell
2022
Q1
$211K Buy