Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Buy
2025
Q2
$247K Sell
2025
Q1
$213K Sell
2024
Q4
$263K Sell
2024
Q3
$232K Sell
2024
Q2
$292K Buy
2024
Q1
$303K Hold
2023
Q4
$409K Hold
2023
Q3
$301K Sell
2023
Q2
$335K Buy
2023
Q1
$334K Buy
2022
Q4
$251K Buy
2022
Q2
Sell
2022
Q1
$237K Buy
2021
Q4
$248K Sell
2021
Q3
$271K Buy