Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$119K Sell
2025
Q2
$184K Hold
2025
Q1
$188K Sell
2024
Q4
$171K Buy
2024
Q3
$152K Buy
2024
Q2
$126K Buy
2024
Q1
$69.9K Hold
2023
Q4
$67.5K Hold
2023
Q3
$73.8K Buy
2023
Q2
$58.9K Hold
2023
Q1
$69.5K Buy
2022
Q3
Sell
2022
Q2
$116K Buy
2022
Q1
$78K Buy
2021
Q4
Sell
2021
Q3
$67K Buy