Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$320K Buy
2025
Q1
$309K Buy
2024
Q4
$275K Buy
2024
Q3
Sell
2024
Q2
$220K Hold
2024
Q1
$250K Buy
2023
Q4
Sell
2023
Q3
$243K Buy
2023
Q2
Sell
2023
Q1
$236K Buy
2022
Q4
$238K Buy
2022
Q3
$210K Buy
2022
Q2
$209K Buy
2022
Q1
$217K Buy
2021
Q4
$213K Buy