Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$198K Buy
2025
Q2
$126K Buy
2024
Q1
Sell
2023
Q4
$96K Hold
2023
Q3
$171K Sell
2023
Q2
$203K Sell
2023
Q1
$234K Hold
2022
Q4
$121K Hold
2022
Q3
$170K Hold
2022
Q2
$231K Buy