Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q2
$223K Buy
2025
Q1
$181K Buy
2024
Q4
$175K Sell
2024
Q3
$159K Sell
2024
Q2
$510K Buy
2024
Q1
$66.5K Sell
2023
Q4
$104K Buy
2023
Q3
$78K Buy
2023
Q2
$17K Sell
2023
Q1
$87K Buy
2022
Q4
$38K Buy
2022
Q3
$6K Buy
2022
Q2
$1K Buy