Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Hold
2025
Q2
$328K Sell
2025
Q1
$354K Hold
2024
Q4
$392K Sell
2024
Q3
$418K Hold
2024
Q2
$355K Buy
2024
Q1
$229K Buy
2023
Q4
$115K Hold
2023
Q3
$112K Hold
2023
Q2
$109K Buy