Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Buy
2025
Q2
$148K Buy
2025
Q1
$139K Buy
2024
Q4
$147K Buy
2024
Q3
$58.8K Sell
2024
Q2
$86K Buy
2024
Q1
$62.9K Buy
2023
Q4
$45.7K Buy