Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$190K Buy
2025
Q2
$209K Sell
2025
Q1
$269K Sell
2024
Q4
$278K Buy
2024
Q3
$221K Buy
2024
Q2
$186K Buy
2024
Q1
$183K Buy
2023
Q4
$131K Hold
2023
Q3
$118K Buy
2023
Q2
$3.95K Hold
2023
Q1
$4.07K Hold
2022
Q4
$4.21K Hold
2022
Q3
$3K Hold
2022
Q2
$4K Sell
2022
Q1
$8K Buy
2021
Q4
Sell
2021
Q3
$4K Buy