Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$207K Sell
2025
Q1
$237K Buy
2024
Q4
$216K Buy
2024
Q3
$217K Buy
2022
Q2
Sell
2022
Q1
$215K Sell
2021
Q4
$252K Buy
2021
Q3
$239K Sell
2021
Q2
$262K Sell
2021
Q1
$256K Buy
2020
Q4
$204K Buy