Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$398K Sell
2025
Q1
$362K Sell
2024
Q4
$404K Buy
2024
Q3
$301K Buy
2024
Q2
$302K Hold
2024
Q1
$326K Hold
2023
Q4
$341K Buy
2022
Q1
Sell
2021
Q4
$262K Buy