Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$161K Sell
2025
Q1
$199K Sell
2024
Q4
$205K Sell
2024
Q3
$190K Buy
2024
Q2
$121K Sell
2024
Q1
$183K Buy
2023
Q4
$121K Buy
2023
Q3
$133K Buy
2023
Q2
$160K Buy
2023
Q1
$129K Sell
2022
Q4
$158K Sell
2022
Q3
$183K Buy
2022
Q2
$121K Buy
2022
Q1
$111K Buy
2021
Q4
$54K Buy