Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Hold
2025
Q2
$223K Buy
2024
Q4
Sell
2024
Q3
$208K Buy
2024
Q2
Sell
2024
Q1
$213K Hold
2023
Q4
$246K Hold
2023
Q3
$217K Hold
2023
Q2
$250K Hold
2023
Q1
$278K Hold
2022
Q4
$265K Buy
2022
Q3
Sell
2022
Q2
$231K Hold
2022
Q1
$305K Hold
2021
Q4
$378K Buy