Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$187K Buy
2025
Q2
Sell
2025
Q1
$178K Buy
2024
Q4
$195K Hold
2024
Q3
$170K Sell
2024
Q2
$161K Buy
2024
Q1
$144K Buy