Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$301K Sell
2025
Q1
$400K Sell
2024
Q4
$762K Buy
2024
Q3
$900K Buy
2024
Q2
$809K Sell
2024
Q1
$897K Buy
2023
Q4
$773K Buy