Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Hold
2025
Q2
$215K Sell
2025
Q1
$251K Buy
2024
Q4
$217K Hold
2024
Q3
$221K Hold
2024
Q2
$235K Hold
2024
Q1
$237K Sell
2023
Q4
$234K Buy
2023
Q1
Sell
2022
Q4
$26K Buy