Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Sell
2025
Q2
$379K Sell
2025
Q1
$275K Sell
2024
Q4
$226K Sell
2024
Q3
$279K Sell
2024
Q2
$274K Sell
2024
Q1
$245K Sell
2023
Q4
$221K Buy