Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$406K Sell
2025
Q1
$403K Hold
2024
Q4
$354K Hold
2024
Q3
$375K Hold
2024
Q2
$280K Sell
2024
Q1
$292K Sell
2023
Q4
$303K Buy
2023
Q3
$253K Hold
2023
Q2
$271K Buy
2023
Q1
$256K Buy
2022
Q4
$287K Buy
2022
Q3
$255K Buy
2022
Q2
$267K Buy
2022
Q1
$299K Buy
2021
Q4
$340K Buy
2021
Q3
$317K Buy
2021
Q2
$352K Hold
2021
Q1
$341K Buy