Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
Sell
2025
Q1
$464K Sell
2024
Q4
$749K Sell
2024
Q3
$1.83M Buy
2024
Q2
$619K Buy
2024
Q1
$646K Buy