Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Sell
2025
Q2
$154K Buy
2025
Q1
$150K Sell
2024
Q4
$222K Buy
2024
Q3
$238K Buy
2024
Q2
$213K Sell
2024
Q1
$259K Sell
2023
Q4
$220K Sell
2023
Q3
$184K Buy
2023
Q2
$217K Sell
2023
Q1
$524K Buy
2022
Q4
$351K Buy
2022
Q3
$314K Buy