Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Sell
2025
Q2
$310K Buy
2025
Q1
$334K Buy
2024
Q4
$372K Sell
2024
Q3
$474K Sell
2024
Q2
$568K Sell
2024
Q1
$530K Buy
2023
Q4
$621K Sell
2023
Q3
$628K Buy
2023
Q2
$696K Buy