Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Sell
2025
Q2
$407K Hold
2025
Q1
$353K Sell
2024
Q4
$426K Hold
2024
Q3
$361K Buy
2024
Q2
$204K Buy
2023
Q2
Sell
2023
Q1
$412K Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2021
Q1
Sell
2020
Q4
$216K Buy