Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Sell
2025
Q2
$519K Buy
2025
Q1
$536K Sell
2024
Q4
$698K Buy
2024
Q3
$719K Buy
2024
Q2
Sell
2024
Q1
$384K Sell
2023
Q4
$493K Buy