Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$133K Buy
2025
Q1
$107K Sell
2024
Q4
$159K Buy
2024
Q3
$40.5K Buy
2024
Q2
$34.5K Sell
2024
Q1
$230K Sell
2023
Q4
$395K Buy
2023
Q3
$321K Sell
2023
Q2
$371K Sell
2023
Q1
$374K Sell
2022
Q4
$273K Sell
2022
Q3
$340K Buy
2022
Q2
$304K Buy
2022
Q1
$395K Buy
2021
Q4
$236K Buy