Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Sell
2025
Q2
$528K Buy
2025
Q1
$316K Sell
2024
Q4
$323K Buy
2024
Q3
$251K Hold
2024
Q2
$239K Buy
2022
Q2
Sell
2022
Q1
$210K Sell
2021
Q4
$339K Hold
2021
Q3
$344K Hold
2021
Q2
$297K Hold
2021
Q1
$294K Buy
2020
Q3
Sell
2020
Q2
$223K Sell
2020
Q1
$216K Buy