Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2025
Q2
Sell
2025
Q1
$217K Sell
2024
Q4
$410K Sell
2024
Q3
$501K Buy
2024
Q2
$576K Buy
2024
Q1
$601K Buy
2023
Q4
$547K Buy
2023
Q3
$496K Buy
2023
Q2
$416K Buy
2023
Q1
$448K Hold
2022
Q4
$412K Buy
2022
Q3
$336K Sell
2022
Q2
$335K Buy
2022
Q1
$347K Sell
2021
Q4
$328K Sell
2021
Q3
$349K Sell
2021
Q2
$343K Sell
2021
Q1
$329K Sell
2020
Q4
$278K Buy