Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$181K Sell
2025
Q2
$170K Buy
2025
Q1
$155K Sell
2024
Q4
$248K Buy
2024
Q3
$300K Buy
2024
Q2
$232K Buy
2024
Q1
Sell
2023
Q4
$612K Buy