Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$294K Sell
2025
Q3
$308K Hold
2025
Q2
$220K Hold
2025
Q1
$180K Sell
2024
Q4
$292K Hold
2024
Q3
$189K Sell
2024
Q2
$582K Hold
2024
Q1
$517K Buy