Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Buy
2024
Q4
Sell
2024
Q3
$225K Buy
2022
Q3
Sell
2022
Q2
$73K Hold
2022
Q1
$68K Hold
2021
Q4
$100K Hold
2021
Q3
$91K Hold
2021
Q2
$84K Hold
2021
Q1
$70K Hold
2020
Q4
$91K Buy