Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Sell
2025
Q2
$166K Hold
2025
Q1
$116K Hold
2024
Q4
$111K Hold
2024
Q3
$87.9K Sell
2024
Q2
$109K Sell
2024
Q1
$105K Hold
2023
Q4
$84K Hold
2023
Q3
$65K Hold
2023
Q2
$76K Buy
2023
Q1
$34K Hold
2022
Q4
$29K Hold
2022
Q3
$23K Hold
2022
Q2
$17K Hold
2022
Q1
$36K Buy
2021
Q4
$34K Buy