Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Sell
2025
Q2
$375K Sell
2025
Q1
$581K Hold
2024
Q4
$783K Hold
2024
Q3
$865K Hold
2024
Q2
$674K Buy
2024
Q1
$359K Buy