Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Sell
2025
Q2
$226K Sell
2025
Q1
$194K Buy
2024
Q4
$194K Buy
2024
Q3
$225K Hold
2024
Q2
$276K Sell
2024
Q1
$265K Buy
2023
Q4
$199K Hold
2023
Q3
$155K Sell
2023
Q2
$215K Buy