Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70K Buy
2025
Q2
$29K Sell
2025
Q1
$112K Sell
2024
Q4
$172K Buy
2024
Q3
$102K Sell
2024
Q2
$160K Sell
2024
Q1
$185K Buy
2023
Q4
$152K Buy
2023
Q3
$81K Buy
2023
Q2
$62K Buy
2023
Q1
$16K Sell
2022
Q4
$11K Buy
2022
Q3
$0 Sell
2022
Q2
$0 Buy
2022
Q1
$1K Sell
2021
Q4
$1K Buy