Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Buy
2025
Q1
Sell
2024
Q4
$258K Sell
2024
Q3
$1.39M Buy
2024
Q2
$676K Buy
2023
Q1
Sell
2022
Q4
$323K Buy