Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2025
Q1
Sell
2024
Q4
$203K Buy
2023
Q4
Sell
2023
Q3
$307K Sell
2023
Q2
$437K Sell
2023
Q1
$495K Buy
2022
Q4
$428K Sell
2022
Q3
$465K Sell
2022
Q2
$503K Buy
2022
Q1
$462K Buy