Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Sell
2025
Q2
$385K Hold
2025
Q1
$234K Hold
2024
Q4
$324K Sell
2024
Q3
$293K Sell
2024
Q2
$401K Hold
2024
Q1
$331K Hold
2023
Q4
$279K Hold
2023
Q3
$207K Hold
2023
Q2
$216K Buy