Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$250K Sell
2025
Q1
$321K Sell
2024
Q4
$328K Sell
2024
Q3
$293K Sell
2024
Q2
$274K Sell
2024
Q1
$322K Buy
2023
Q4
$310K Sell
2023
Q3
$275K Sell
2023
Q2
$322K Sell
2023
Q1
$289K Buy
2022
Q4
$266K Buy
2022
Q3
$231K Buy
2022
Q2
$224K Sell
2022
Q1
$242K Sell
2021
Q4
$308K Hold
2021
Q3
$299K Buy
2021
Q2
$316K Sell
2021
Q1
$336K Buy
2020
Q4
$233K Buy