Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Buy
2025
Q2
$159K Sell
2025
Q1
$242K Buy
2024
Q4
$138K Sell
2024
Q3
$352K Sell
2024
Q2
$528K Buy
2024
Q1
$13.5K Sell
2023
Q4
$33K Buy
2023
Q3
$26K Buy
2023
Q2
$16K Sell
2023
Q1
$32K Buy
2022
Q4
$26K Buy
2022
Q3
$5K Buy
2022
Q2
$3K Buy