Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$667K Sell
2025
Q1
$1.43M Buy
2024
Q4
$632K Buy
2024
Q3
$340K Buy
2023
Q2
Sell
2023
Q1
$416K Buy