Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$696K Buy
2025
Q2
$507K Sell
2025
Q1
$606K Sell
2024
Q4
$640K Buy
2024
Q3
$691K Hold
2024
Q2
$669K Sell
2024
Q1
$696K Sell
2023
Q4
$813K Sell
2023
Q3
$1M Sell
2023
Q2
$1.12M Buy