Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Sell
2025
Q2
$322K Buy
2025
Q1
$314K Buy
2024
Q2
Sell
2024
Q1
$294K Buy
2023
Q4
$276K Buy
2023
Q3
$227K Buy
2023
Q2
Sell
2023
Q1
$218K Sell
2022
Q4
$429K Buy
2022
Q3
Sell
2022
Q2
$209K Sell
2022
Q1
$389K Buy
2021
Q1
$375K Sell
2020
Q4
$344K Buy