Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$98K Buy
2025
Q2
$54.1K Buy
2025
Q1
$61.6K Hold
2024
Q4
$79.8K Sell
2024
Q3
$44.2K Sell
2024
Q2
$119K Sell
2024
Q1
$151K Buy
2023
Q4
$136K Buy
2023
Q3
$88.4K Sell
2023
Q2
$110K Sell
2023
Q1
$122K Sell
2022
Q4
$204K Buy
2022
Q3
$103K Buy
2019
Q3
Sell
2019
Q2
$117K Buy