Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17K Buy
2025
Q2
$22K Sell
2025
Q1
$106K Sell
2024
Q4
$135K Buy
2024
Q3
$93K Buy
2024
Q2
$67K Sell
2024
Q1
$85K Buy
2023
Q4
$17K Sell
2023
Q3
$19K Sell
2023
Q2
$19K Buy
2023
Q1
$13K Sell
2022
Q4
$152K Buy
2022
Q3
$144K Sell
2022
Q2
$380K Buy
2022
Q1
$166K Buy
2021
Q4
$9K Buy