Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$141K Buy
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$15.5K Sell
2024
Q3
$415K Sell
2024
Q2
$1.16M Buy
2024
Q1
$778K Buy
2023
Q4
$166K Sell
2023
Q3
$156K Sell
2023
Q2
$105K Buy
2023
Q1
Sell
2022
Q4
$60.3K Buy
2021
Q2
Sell
2021
Q1
$32K Buy