Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Buy
2025
Q2
$361K Buy
2025
Q1
$292K Hold
2024
Q4
$263K Buy
2024
Q3
$221K Sell
2024
Q2
$209K Hold
2024
Q1
$238K Sell
2023
Q4
$212K Buy
2023
Q3
$236K Hold
2023
Q2
$251K Hold
2023
Q1
$229K Buy