Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Buy
2025
Q2
$240K Hold
2025
Q1
$269K Buy
2024
Q4
$241K Sell
2024
Q3
$309K Buy
2024
Q2
$242K Sell
2024
Q1
$275K Sell
2023
Q4
$271K Hold
2023
Q3
$303K Buy
2023
Q2
$313K Buy
2023
Q1
$249K Buy
2022
Q4
$108K Sell
2022
Q3
$139K Buy
2022
Q2
$35K Hold
2022
Q1
$43K Hold
2021
Q4
$39K Hold
2021
Q3
$37K Buy