Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$311K Buy
2025
Q1
$166K Sell
2024
Q4
$202K Buy
2024
Q3
$121K Sell
2024
Q2
$123K Buy
2024
Q1
$89.5K Sell
2023
Q4
$87K Buy
2023
Q3
$79K Buy
2023
Q2
$40K Sell
2023
Q1
$151K Buy
2022
Q4
$96K Buy
2022
Q3
$47K Buy
2022
Q2
$20K Buy