Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$113K Hold
2025
Q1
$115K Sell
2024
Q4
$111K Sell
2024
Q3
$134K Sell
2024
Q2
$180K Sell
2024
Q1
$256K Sell
2023
Q4
$310K Buy