Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$162K Buy
2025
Q2
$146K Sell
2025
Q1
$182K Sell
2024
Q4
$278K Buy
2024
Q3
$159K Sell
2024
Q2
$163K Buy
2024
Q1
$166K Hold
2023
Q4
$149K Buy
2023
Q3
$68.7K Sell
2023
Q2
$85.2K Buy
2022
Q4
$112K Buy
2016
Q1
Sell
2015
Q4
$205K Buy