Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Buy
2025
Q2
Sell
2025
Q1
$334K Buy
2024
Q4
Sell
2024
Q3
$381K Buy
2024
Q2
$360K Buy
2024
Q1
Sell
2023
Q4
$306K Buy
2023
Q1
Sell
2022
Q4
$234K Buy