Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$221K Buy
2025
Q1
$247K Buy
2024
Q4
$255K Sell
2024
Q3
$371K Buy
2024
Q2
$177K Buy
2024
Q1
$130K Sell
2023
Q4
$155K Sell
2023
Q3
$186K Buy
2023
Q2
$160K Sell
2023
Q1
$302K Buy
2022
Q4
$232K Buy
2022
Q3
$223K Buy
2022
Q2
$165K Buy