Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$311K Hold
2025
Q1
$309K Buy
2024
Q4
$302K Buy
2024
Q3
$341K Buy
2024
Q2
$362K Hold
2024
Q1
$328K Buy