Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Hold
2025
Q2
$324K Sell
2025
Q1
$317K Sell
2024
Q4
$291K Sell
2024
Q3
$312K Hold
2024
Q2
$271K Sell
2024
Q1
$260K Sell
2023
Q4
$260K Sell
2023
Q3
$248K Buy
2023
Q2
$207K Hold
2023
Q1
$250K Sell
2022
Q4
$282K Sell
2022
Q3
$237K Sell
2022
Q2
$324K Sell
2022
Q1
$365K Buy
2021
Q4
$370K Sell
2021
Q3
$565K Sell
2021
Q2
$676K Buy
2021
Q1
$699K Buy
2020
Q4
$659K Sell
2020
Q3
$754K Buy