Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Buy
2024
Q4
Sell
2024
Q3
$217K Sell
2024
Q2
$201K Hold
2024
Q1
$288K Hold
2023
Q4
$329K Sell
2023
Q3
$279K Buy
2023
Q2
$329K Buy
2022
Q3
Sell
2022
Q2
$208K Hold
2022
Q1
$355K Hold
2021
Q4
$423K Sell
2021
Q3
$568K Buy