Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$418K Buy
2024
Q3
Sell
2024
Q2
$136K Sell
2024
Q1
$630K Buy
2023
Q4
$348K Buy
2023
Q3
$55.9K Buy
2023
Q2
Sell
2023
Q1
$111K Buy
2022
Q3
Sell
2022
Q2
$525K Buy
2022
Q1
$644K Buy
2021
Q4
$155K Buy