Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$457K Sell
2025
Q2
$531K Buy
2025
Q1
$373K Sell
2024
Q4
$346K Buy
2024
Q3
$236K Buy
2024
Q2
$218K Buy
2024
Q1
Sell
2023
Q4
$208K Sell
2023
Q3
$325K Buy
2023
Q2
$279K Buy
2022
Q1
Sell
2021
Q4
$407K Buy
2021
Q3
$342K Buy
2021
Q2
$332K Buy
2021
Q1
Sell
2020
Q4
$18K Buy