Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Sell
2025
Q2
$245K Buy
2025
Q1
$203K Hold
2024
Q4
$163K Sell
2024
Q3
$192K Buy
2024
Q2
$181K Hold
2024
Q1
$174K Hold
2023
Q4
$159K Sell
2023
Q3
$142K Sell
2023
Q2
$149K Hold
2023
Q1
$131K Buy