Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
Sell
2025
Q1
$117K Hold
2024
Q4
$182K Hold
2024
Q3
$118K Hold
2024
Q2
$89K Sell
2024
Q1
$237K Hold
2023
Q4
$335K Buy
2023
Q3
$300K Hold
2023
Q2
$314K Hold
2023
Q1
$249K Buy