Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Sell
2025
Q2
$252K Buy
2025
Q1
$227K Sell
2024
Q4
$276K Buy
2024
Q3
$188K Buy
2024
Q2
$120K Sell
2024
Q1
$136K Buy
2023
Q4
$45K Buy
2023
Q3
$26K Sell
2023
Q2
$50K Sell
2023
Q1
$59K Hold
2022
Q4
$50K Buy
2022
Q3
$0 Buy
2022
Q2
$0 Sell
2022
Q1
$0 Sell
2021
Q4
$1K Buy