Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$150K Hold
2025
Q2
$99.9K Sell
2025
Q1
$107K Sell
2024
Q4
$94.7K Buy
2024
Q3
$197K Hold
2024
Q2
$138K Hold
2024
Q1
$197K Sell
2023
Q4
$241K Hold
2023
Q3
$171K Buy
2023
Q2
$161K Buy