Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Sell
2025
Q2
$387K Buy
2025
Q1
$137K Buy
2024
Q4
Sell
2024
Q3
$272K Buy
2024
Q2
$142K Buy
2024
Q1
$31.4K Buy
2023
Q4
$40.1K Sell
2023
Q3
$64.4K Buy
2023
Q2
$68.4K Buy
2023
Q1
$56K Buy