Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Sell
2025
Q2
$174K Sell
2025
Q1
$202K Buy
2024
Q4
$168K Sell
2024
Q3
$270K Buy
2024
Q2
$224K Sell
2024
Q1
$245K Sell
2023
Q4
$223K Buy
2023
Q3
$210K Sell
2023
Q2
$212K Sell
2023
Q1
$269K Buy
2022
Q4
$247K Buy
2022
Q3
$104K Sell
2022
Q2
$345K Buy
2022
Q1
$282K Buy
2021
Q4
$198K Buy