Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Sell
2025
Q2
$383K Buy
2025
Q1
$354K Hold
2024
Q4
$354K Buy
2024
Q3
$265K Buy
2024
Q2
$123K Buy
2024
Q1
$101K Buy
2023
Q4
$11.6K Buy