Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Buy
2025
Q2
$124K Sell
2025
Q1
$165K Sell
2024
Q4
$521K Buy
2024
Q3
$221K Sell
2024
Q2
$516K Buy
2024
Q1
$232K Sell
2023
Q4
$468K Sell
2023
Q3
$706K Buy
2023
Q2
$371K Buy
2023
Q1
$239K Sell
2022
Q4
$314K Buy
2022
Q3
Sell
2022
Q2
$253K Buy
2021
Q3
Sell
2021
Q2
$249K Buy