Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$435K Buy
2025
Q1
Sell
2024
Q4
$324K Hold
2024
Q3
$351K Buy
2024
Q1
Sell
2023
Q4
$231K Sell
2023
Q3
$350K Buy
2022
Q1
Sell
2021
Q4
$312K Buy
2021
Q3
$340K Sell
2021
Q2
$464K Hold
2021
Q1
$287K Sell
2020
Q4
$492K Sell
2020
Q3
$256K Buy