Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Hold
2025
Q2
$227K Buy
2025
Q1
$230K Sell
2024
Q4
$419K Buy
2024
Q3
$363K Buy
2024
Q2
$314K Buy
2024
Q1
$214K Buy
2023
Q1
Sell
2022
Q4
$497K Buy
2022
Q3
$471K Buy
2022
Q2
$399K Sell
2022
Q1
$533K Buy
2021
Q4
$489K Buy