Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Sell
2025
Q2
$355K Buy
2025
Q1
$395K Buy
2024
Q4
$334K Buy
2024
Q3
$366K Buy
2024
Q2
$317K Buy
2024
Q1
$335K Sell
2023
Q4
$286K Buy
2023
Q2
Sell
2023
Q1
$204K Sell
2022
Q4
$260K Hold
2022
Q3
$216K Buy
2022
Q2
$238K Hold
2022
Q1
$252K Sell
2021
Q4
$240K Buy