Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Sell
2025
Q2
$435K Hold
2025
Q1
$301K Sell
2024
Q4
$386K Hold
2024
Q3
$351K Buy
2024
Q2
$362K Sell
2024
Q1
$368K Sell
2023
Q4
$501K Buy
2023
Q3
$374K Sell
2023
Q2
$479K Sell
2023
Q1
$522K Sell
2022
Q4
$486K Buy
2022
Q3
$322K Buy