Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$195K Buy
2025
Q2
$194K Buy
2025
Q1
$190K Buy
2024
Q4
$220K Buy
2024
Q3
$241K Sell
2024
Q2
$291K Buy
2024
Q1
$261K Buy
2023
Q4
$206K Buy
2023
Q3
$171K Sell
2023
Q2
$200K Buy
2023
Q1
$156K Sell
2022
Q4
$146K Buy
2022
Q3
$115K Sell
2022
Q2
$158K Buy
2022
Q1
$125K Sell
2021
Q4
$162K Buy