Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87.9K Sell
2025
Q2
$122K Buy
2025
Q1
$95.6K Sell
2024
Q4
$131K Sell
2024
Q3
$408K Sell
2024
Q2
$679K Buy
2024
Q1
$182K Buy
2023
Q4
$100K Buy
2023
Q3
$37K Buy
2023
Q2
$21K Buy
2023
Q1
$16K Sell
2022
Q4
$19K Buy
2022
Q3
$15K Buy
2022
Q2
$6K Buy