Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.9K Sell
2025
Q2
$46.7K Sell
2025
Q1
$74.4K Sell
2024
Q4
$780K Buy
2024
Q3
$422K Buy
2024
Q2
$497K Buy
2024
Q1
$12.8K Sell
2023
Q4
$480K Buy
2023
Q3
$387K Buy
2023
Q2
$323K Buy