Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$791 Hold
2025
Q2
$634 Hold
2025
Q1
$335 Hold
2024
Q4
$844 Hold
2024
Q3
$927 Sell
2024
Q2
$10.7K Sell
2024
Q1
$344K Buy
2023
Q4
$115K Buy
2023
Q3
$7.15K Sell
2023
Q2
$33 Buy
2022
Q4
$1.14M Buy
2021
Q4
Sell
2021
Q3
$213K Sell
2021
Q2
$476K Buy
2021
Q1
$463K Sell
2020
Q4
$2.85M Buy
2020
Q3
$1.8M Buy
2020
Q2
$1.41M Buy
2020
Q1
$722K Buy