Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Sell
2025
Q2
$599K Buy
2025
Q1
$141K Buy
2024
Q4
$72.7K Sell
2024
Q3
$190K Buy
2024
Q2
$52.7K Buy
2024
Q1
$9.42K Sell
2023
Q4
$16.3K Sell
2023
Q3
$17.6K Buy
2023
Q2
$3.12K Sell
2023
Q1
$22.1K Buy