Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$608K Hold
2025
Q2
$493K Sell
2025
Q1
$366K Sell
2024
Q4
$504K Sell
2024
Q3
$462K Sell
2024
Q2
$520K Buy
2024
Q1
$393K Sell
2023
Q4
$588K Buy
2023
Q3
$247K Hold
2023
Q2
$287K Buy