Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$128K Buy
2025
Q2
$102K Sell
2025
Q1
$513K Sell
2024
Q4
$1.59M Buy
2024
Q3
$1.03M Buy
2024
Q2
$510K Sell
2024
Q1
$1.27M Buy
2023
Q4
$1.14M Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.12M Buy
2023
Q1
$229K Buy
2022
Q4
Sell
2022
Q3
$36K Sell
2022
Q2
$86K Buy
2022
Q1
Sell
2021
Q4
$1.73M Hold
2021
Q3
$1.38M Hold
2021
Q2
$1.32M Buy