Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Hold
2025
Q2
$115K Hold
2025
Q1
$74K Sell
2024
Q4
$82K Buy
2024
Q3
$84K Sell
2024
Q2
$90K Buy
2024
Q1
$76K Sell
2023
Q4
$83K Buy
2023
Q3
$57K Buy
2023
Q2
$11K Buy