Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Sell
2025
Q2
$121K Sell
2025
Q1
$137K Buy
2024
Q1
Sell
2023
Q4
$138K Buy
2023
Q3
$141K Buy
2023
Q2
$170K Hold
2023
Q1
$141K Hold
2022
Q4
$130K Hold
2022
Q3
$126K Hold
2022
Q2
$125K Sell
2022
Q1
$193K Buy
2021
Q4
$206K Buy