Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$239K Sell
2025
Q2
$502K Buy
2025
Q1
$483K Sell
2024
Q4
$541K Buy
2024
Q3
$523K Sell
2024
Q2
$442K Sell
2024
Q1
$600K Sell
2023
Q4
$612K Sell
2023
Q3
$558K Buy