Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Buy
2025
Q2
$228K Sell
2025
Q1
$162K Sell
2024
Q4
$198K Sell
2024
Q3
$209K Sell
2024
Q2
$191K Buy
2024
Q1
$167K Buy
2023
Q4
$104K Buy
2023
Q3
$89K Sell
2023
Q2
$125K Sell
2023
Q1
$107K Sell
2022
Q4
$214K Sell
2022
Q3
$188K Buy
2022
Q2
$143K Buy
2022
Q1
$165K Buy
2021
Q4
$77K Buy