Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Sell
2025
Q2
$252K Sell
2025
Q1
$295K Buy
2024
Q4
$229K Sell
2024
Q3
$250K Buy
2024
Q2
$205K Buy
2023
Q3
Sell
2023
Q2
$176K Sell
2023
Q1
$239K Sell
2022
Q4
$299K Sell
2022
Q3
$298K Sell
2022
Q2
$367K Sell
2022
Q1
$436K Buy
2021
Q4
$393K Buy
2021
Q3
$358K Sell
2021
Q2
$689K Sell
2021
Q1
$925K Buy
2020
Q4
$661K Buy