Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Buy
2025
Q2
$321K Sell
2025
Q1
$347K Buy
2024
Q4
$301K Sell
2024
Q3
$378K Sell
2024
Q2
$435K Buy
2024
Q1
$453K Sell
2023
Q4
$363K Sell
2023
Q3
$399K Sell
2023
Q2
$427K Hold
2023
Q1
$441K Sell
2022
Q4
$406K Hold
2022
Q3
$398K Buy
2022
Q2
$354K Hold
2022
Q1
$430K Buy
2021
Q4
$297K Hold
2021
Q3
$248K Buy
2021
Q2
$223K Buy