Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Hold
2025
Q2
$121K Buy
2025
Q1
Sell
2024
Q4
$14.2K Buy
2024
Q2
Sell
2024
Q1
$178K Sell
2023
Q4
$226K Sell
2023
Q3
$260K Sell
2023
Q2
$293K Sell
2023
Q1
$335K Sell
2022
Q4
$462K Hold
2022
Q3
$404K Sell
2022
Q2
$671K Hold
2022
Q1
$662K Sell
2021
Q4
$824K Hold
2021
Q3
$600K Buy
2021
Q2
$540K Buy
2021
Q1
$419K Sell
2020
Q4
$458K Buy