Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$100K Hold
2025
Q2
$84.7K Sell
2025
Q1
$70.6K Hold
2024
Q4
$95.2K Sell
2024
Q3
$110K Sell
2024
Q2
$85.8K Buy
2024
Q1
$79.8K Hold
2023
Q4
$111K Hold
2023
Q3
$94.5K Hold
2023
Q2
$133K Sell
2023
Q1
$99.3K Sell
2022
Q4
$38.2M Hold
2022
Q3
$46.9M Hold
2022
Q2
$51.8M Buy
2022
Q1
$122M Hold
2021
Q4
$157M Buy
2021
Q3
$15.4M Hold
2021
Q2
$20.8M Buy