Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Buy
2025
Q2
Sell
2025
Q1
$150K Buy
2024
Q1
Sell
2023
Q4
$54K Buy
2023
Q2
Sell
2023
Q1
$438K Buy
2022
Q2
Sell
2022
Q1
$349K Buy
2021
Q4
$162K Buy
2021
Q2
Sell
2021
Q1
$209K Buy