Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$209K Buy
2023
Q4
Sell
2023
Q3
$142K Sell
2023
Q2
$137K Sell
2023
Q1
$188K Buy
2022
Q4
$210K Buy
2022
Q3
$180K Buy