Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Buy
2025
Q2
$267K Sell
2025
Q1
$279K Sell
2024
Q4
$247K Sell
2024
Q3
$366K Buy
2024
Q2
$209K Sell
2024
Q1
$345K Buy
2023
Q4
$350K Buy
2023
Q3
$278K Buy
2023
Q2
$249K Buy
2023
Q1
$184K Buy
2022
Q4
$155K Sell
2022
Q3
$96K Buy