Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Sell
2025
Q1
$584K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$583K Buy
2023
Q3
$257K Buy
2023
Q2
Sell
2023
Q1
$125K Buy
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Hold
2022
Q1
Hold