Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$120K Buy
2025
Q1
$110K Sell
2024
Q4
$136K Sell
2024
Q3
$161K Sell
2024
Q2
$236K Sell
2024
Q1
$255K Buy
2023
Q4
Sell
2023
Q3
$129K Buy