Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Sell
2025
Q2
$283K Sell
2025
Q1
$298K Buy
2024
Q4
$261K Sell
2024
Q3
$277K Sell
2024
Q2
$259K Sell
2024
Q1
$290K Buy
2023
Q4
$265K Buy
2023
Q3
$203K Buy
2023
Q2
$211K Buy
2023
Q1
$221K Buy
2022
Q4
$240K Buy
2022
Q3
$213K Buy
2022
Q1
Sell
2021
Q4
$206K Buy
2021
Q3
Sell
2021
Q2
$224K Buy
2021
Q1
$214K Buy