Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$997K Buy
2025
Q1
$157K Buy
2024
Q4
$127K Buy
2024
Q3
Sell
2024
Q2
$199K Buy
2024
Q1
Sell
2023
Q4
$156K Buy
2023
Q3
Sell
2023
Q2
$198K Buy
2023
Q1
$153K Buy
2022
Q4
$156K Buy