Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$96.1K Buy
2023
Q2
Sell
2023
Q1
$133K Sell
2022
Q4
$142K Buy
2022
Q3
$127K Buy
2022
Q1
Sell
2021
Q4
$152K Buy
2021
Q3
$119K Sell
2021
Q2
$211K Sell
2021
Q1
$237K Sell
2020
Q4
$274K Buy
2020
Q3
$252K Buy
2020
Q2
$223K Buy
2020
Q1
$173K Sell
2019
Q4
$239K Buy
2019
Q3
$188K Buy