Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Sell
2025
Q2
$335K Sell
2025
Q1
$389K Sell
2024
Q4
$347K Sell
2024
Q3
$376K Sell
2024
Q2
$296K Sell
2024
Q1
$382K Sell
2023
Q4
$387K Sell
2023
Q3
$361K Buy