Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Buy
2024
Q4
Sell
2024
Q3
$274K Sell
2024
Q2
$244K Sell
2024
Q1
$329K Sell
2023
Q4
$388K Buy
2023
Q3
$323K Buy
2023
Q2
$358K Buy