Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149K Buy
2025
Q2
$111K Sell
2025
Q1
$151K Buy
2024
Q4
$97K Sell
2024
Q3
$132K Sell
2024
Q2
$152K Buy
2024
Q1
$125K Buy
2023
Q4
$93K Buy
2023
Q3
$63K Sell
2023
Q2
$66K Buy
2023
Q1
$56K Buy
2022
Q4
$31K Sell
2022
Q3
$32K Sell
2022
Q2
$78K Sell
2022
Q1
$137K Buy
2021
Q4
$87K Buy