Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$344K Sell
2025
Q1
$362K Sell
2024
Q4
$366K Sell
2024
Q3
$331K Buy
2024
Q2
$335K Sell
2024
Q1
$331K Sell
2023
Q4
$294K Sell
2023
Q3
$277K Sell
2023
Q2
$283K Buy