Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Hold
2025
Q2
$272K Sell
2025
Q1
$312K Hold
2024
Q4
$266K Sell
2024
Q3
$309K Hold
2024
Q2
$281K Hold
2024
Q1
$308K Hold
2023
Q4
$298K Sell
2023
Q3
$269K Buy
2023
Q2
$295K Sell
2023
Q1
$310K Hold
2022
Q4
$336K Hold
2022
Q3
$296K Hold
2022
Q2
$333K Hold
2022
Q1
$362K Hold
2021
Q4
$431K Hold
2021
Q3
$362K Hold
2021
Q2
$355K Hold
2021
Q1
$367K Sell
2020
Q4
$407K Buy
2020
Q3
$218K Buy