Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$209K Buy
2025
Q1
$220K Buy
2024
Q3
Sell
2024
Q2
$283K Hold
2024
Q1
$316K Hold
2023
Q4
$273K Sell
2023
Q3
$246K Buy
2023
Q2
$208K Sell
2023
Q1
$259K Hold
2022
Q4
$205K Buy
2022
Q3
Sell
2022
Q2
$272K Hold
2022
Q1
$454K Buy
2021
Q4
$674K Sell
2021
Q3
$1.06M Buy