Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q2
$199K Sell
2025
Q1
$186K Sell
2024
Q4
$211K Buy
2024
Q3
$189K Buy
2024
Q2
$209K Buy
2024
Q1
$221K Sell
2023
Q4
$203K Sell
2023
Q3
$217K Buy
2023
Q2
$208K Buy
2023
Q1
$160K Sell
2022
Q4
$158K Buy
2022
Q3
$152K Buy
2022
Q2
$139K Sell
2022
Q1
$592K Buy
2021
Q4
$485K Buy
2021
Q3
$311K Buy
2021
Q2
$176K Buy
2021
Q1
$123K Sell
2020
Q4
$112K Buy