Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Sell
2025
Q2
$265K Buy
2025
Q1
$263K Buy
2024
Q4
$234K Sell
2024
Q3
$282K Buy
2024
Q2
$217K Sell
2024
Q1
$261K Sell
2023
Q4
$284K Hold
2023
Q3
$284K Buy
2023
Q2
$251K Buy
2023
Q1
$209K Buy
2022
Q1
Sell
2021
Q4
$204K Sell
2021
Q3
$235K Hold
2021
Q2
$240K Buy
2021
Q1
$225K Buy
2020
Q4
$205K Buy