Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$8.24K Buy
2024
Q2
Sell
2024
Q1
$793K Buy
2023
Q4
$777K Sell
2023
Q3
$791K Hold
2023
Q2
$742K Hold
2023
Q1
$739K Sell
2022
Q4
$739K Sell
2022
Q3
$702K Buy
2022
Q2
$733K Buy
2022
Q1
$741K Buy