Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$141K Sell
2025
Q2
$90.3K Sell
2025
Q1
$53.6K Sell
2024
Q4
$226K Buy
2024
Q1
Sell
2023
Q4
$566K Buy
2022
Q3
Sell
2022
Q2
$39K Buy