Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$163K Sell
2025
Q2
$266K Buy
2025
Q1
$145K Buy
2024
Q4
$92.9K Sell
2024
Q3
$160K Buy
2024
Q2
$156K Buy
2024
Q1
$102K Sell
2023
Q4
$78.2K Buy