Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$267K Sell
2025
Q1
$204K Buy
2024
Q4
Sell
2024
Q3
$378K Buy
2024
Q2
$396K Sell
2024
Q1
$338K Buy
2023
Q4
$265K Buy
2023
Q3
$203K Buy
2023
Q2
$211K Buy