Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Buy
2025
Q2
$216K Buy
2024
Q2
Sell
2024
Q1
$247K Sell
2023
Q4
$525K Buy
2023
Q3
Sell
2023
Q2
$482K Buy
2023
Q1
Sell
2022
Q4
$306K Sell
2022
Q3
$330K Buy
2022
Q2
Sell
2022
Q1
$365K Buy