Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Sell
2025
Q2
$288K Buy
2025
Q1
$158K Buy
2024
Q4
$138K Buy
2024
Q3
$158K Sell
2024
Q2
$326K Buy
2024
Q1
$173K Buy
2023
Q4
$148K Buy
2023
Q3
$178K Sell
2023
Q2
$274K Buy
2023
Q1
$45K Sell
2022
Q4
$48K Sell
2022
Q3
$38K Sell
2022
Q2
$34K Sell
2022
Q1
$50K Sell
2021
Q4
$56K Buy