Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$163K Buy
2025
Q2
$149K Sell
2025
Q1
$289K Buy
2024
Q4
$214K Sell
2024
Q3
$259K Buy
2024
Q2
$26K Sell
2024
Q1
$72K Buy
2023
Q4
$18K Buy
2023
Q3
$19K Buy
2023
Q2
$20K Sell
2023
Q1
$22K Sell
2022
Q4
$202K Buy
2022
Q3
$152K Buy
2022
Q2
$68K Buy
2022
Q1
$24K Buy
2021
Q4
$18K Buy