Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$228K Sell
2025
Q1
$267K Sell
2024
Q4
$296K Buy
2024
Q3
$237K Buy
2024
Q2
$282K Buy
2024
Q1
$196K Buy
2023
Q4
$241K Buy
2023
Q3
$220K Buy