Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Sell
2025
Q2
$331K Sell
2025
Q1
$395K Buy
2024
Q4
$424K Sell
2024
Q3
$662K Sell
2024
Q2
$946K Sell
2024
Q1
$1.75M Sell
2023
Q4
$1.76M Buy