Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Sell
2025
Q2
$204K Buy
2024
Q4
Sell
2024
Q3
$490K Sell
2024
Q2
$1.18M Buy
2024
Q1
$914K Buy
2023
Q4
$547K Buy
2023
Q3
$574K Buy