Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$131K Sell
2025
Q2
$208K Buy
2025
Q1
$166K Sell
2024
Q4
$129K Buy
2024
Q3
$102K Buy
2024
Q2
$73K Sell
2024
Q1
$99K Buy
2023
Q4
$51K Sell
2023
Q3
$65K Sell
2023
Q2
$86K Sell
2023
Q1
$92K Buy
2022
Q4
$44K Buy
2022
Q3
$0 Sell
2022
Q2
$1K Buy
2022
Q1
$0 Hold
2021
Q4
$0 Buy