Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Sell
2025
Q2
$284K Buy
2025
Q1
$219K Buy
2024
Q4
$110K Sell
2024
Q3
$196K Buy
2024
Q2
$158K Buy
2024
Q1
$123K Sell
2023
Q4
$154K Buy
2023
Q3
$171K Buy
2023
Q2
$165K Sell
2023
Q1
$184K Sell
2022
Q4
$176K Buy
2022
Q3
$35K Buy
2022
Q2
$33K Buy