Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$126K Buy
2025
Q2
$26K Sell
2025
Q1
$58K Buy
2024
Q4
$40K Buy
2024
Q3
$32K Sell
2024
Q2
$45K Buy
2024
Q1
$30K Sell
2023
Q4
$30K Hold
2023
Q3
$32K Buy
2023
Q2
$40K Sell
2023
Q1
$45K Sell
2022
Q4
$42K Sell
2022
Q3
$47K Sell
2022
Q2
$152K Sell
2022
Q1
$178K Buy
2021
Q4
$89K Buy