Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$293K Buy
2025
Q2
$246K Sell
2025
Q1
$230K Sell
2024
Q4
$295K Buy
2024
Q3
$317K Hold
2024
Q2
$318K Hold
2024
Q1
$303K Hold
2023
Q4
$268K Buy
2023
Q3
$210K Hold
2023
Q2
$260K Hold
2023
Q1
$242K Buy