Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$265K Buy
2025
Q1
Sell
2024
Q4
$41K Hold
2024
Q3
$51K Sell
2024
Q2
$51K Sell
2024
Q1
$56K Sell
2023
Q4
$59K Hold
2023
Q3
$55K Sell
2023
Q2
$132K Sell
2023
Q1
$150K Sell
2022
Q4
$184K Buy
2020
Q3
$646K Buy
2020
Q2
$566K Sell
2020
Q1
$580K Sell
2019
Q4
$933K Buy