Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$192K Sell
2025
Q2
$190K Buy
2025
Q1
$132K Buy
2024
Q4
$95.6K Sell
2024
Q3
$84.3K Buy
2024
Q2
$63.2K Sell
2024
Q1
$71.3K Sell
2023
Q4
$68.7K Buy
2023
Q3
$58.8K Sell
2023
Q2
$64.6K Hold
2023
Q1
$64.4K Hold
2022
Q4
$63.4K Buy
2022
Q3
$53K Buy
2022
Q2
$51K Buy
2022
Q1
$10K Hold
2021
Q4
$12K Buy