Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$266K Buy
2025
Q1
$287K Sell
2024
Q4
$388K Buy
2024
Q3
$318K Buy
2024
Q2
Sell
2024
Q1
$297K Sell
2023
Q4
$291K Sell
2023
Q3
$292K Buy
2022
Q4
$249K Buy
2022
Q3
Sell
2022
Q2
$132K Sell
2022
Q1
$203K Buy
2021
Q4
$97K Buy