Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$693K Sell
2025
Q2
$685K Buy
2025
Q1
$663K Sell
2024
Q4
$867K Buy
2024
Q3
$696K Buy
2024
Q2
$423K Buy
2024
Q1
$415K Buy
2023
Q4
$43.7K Sell
2023
Q3
$41.6K Buy
2023
Q2
$44.3K Sell
2023
Q1
$47.3K Sell
2022
Q4
$50K Buy
2018
Q1
Sell
2017
Q4
$26K Hold
2017
Q3
$23K Hold
2017
Q2
$21K Buy
2017
Q1
$8K Hold
2016
Q4
$9K Buy