Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7K Sell
2025
Q2
$7K Buy
2025
Q1
$8K Sell
2024
Q4
$222K Buy
2024
Q3
$157K Buy
2024
Q2
$9K Sell
2024
Q1
$121K Buy
2023
Q4
$90K Buy
2023
Q3
$58K Buy
2023
Q2
$9K Sell
2023
Q1
$7K Sell
2022
Q4
$124K Buy
2022
Q3
$93K Buy
2022
Q2
$21K Buy
2022
Q1
$25K Buy
2021
Q4
$19K Buy