Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$291K Buy
2025
Q1
$237K Buy
2024
Q4
$182K Buy
2024
Q3
$161K Buy
2024
Q2
$130K Buy
2023
Q4
Sell
2023
Q3
$49K Sell
2023
Q2
$87.3K Sell
2023
Q1
$173K Buy
2022
Q4
$167K Buy
2022
Q3
$116K Sell
2022
Q2
$168K Buy
2022
Q1
$80K Buy