Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Buy
2025
Q2
$200K Sell
2025
Q1
$235K Buy
2024
Q4
$201K Sell
2024
Q3
$226K Buy
2023
Q1
Sell
2022
Q4
$247K Hold
2022
Q3
$228K Buy
2022
Q2
$245K Buy
2022
Q1
$261K Hold
2021
Q4
$312K Buy
2021
Q3
$305K Sell
2021
Q2
$350K Buy
2021
Q1
$340K Sell
2020
Q4
$307K Buy
2020
Q3
$277K Buy