Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$574K Buy
2025
Q1
$264K Buy
2024
Q4
$102K Buy
2024
Q2
Sell
2024
Q1
$279K Hold
2023
Q4
$329K Buy
2023
Q3
$149K Hold
2023
Q2
$174K Hold
2023
Q1
$140K Sell
2022
Q4
$158K Sell
2022
Q3
$205K Hold
2022
Q2
$148K Hold
2022
Q1
$239K Sell
2021
Q4
$243K Hold
2021
Q3
$310K Buy