Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Sell
2025
Q2
$496K Sell
2025
Q1
$450K Sell
2024
Q4
$574K Buy
2024
Q3
$463K Sell
2024
Q2
$789K Buy
2024
Q1
$560K Sell
2023
Q4
$10.4M Buy