Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2025
Q2
$347K Buy
2022
Q4
Sell
2022
Q3
$22K Buy
2022
Q2
$16K Buy
2022
Q1
$17K Buy
2021
Q4
$17K Hold
2021
Q3
$15K Hold
2021
Q2
$14K Buy
2021
Q1
$11K Hold
2020
Q4
$10K Hold
2020
Q3
$9K Hold
2020
Q2
$9K Sell
2020
Q1
$7.6K Sell
2019
Q4
$9K Hold
2019
Q3
$8.35K Buy