Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Buy
2024
Q4
Sell
2024
Q3
$378K Sell
2024
Q2
$854K Buy
2024
Q1
Sell
2023
Q4
$463K Sell
2023
Q3
$910K Buy
2023
Q2
Sell
2023
Q1
$519K Buy
2022
Q4
Sell
2022
Q3
$279K Buy
2022
Q2
Sell
2022
Q1
$221K Sell
2021
Q4
$269K Buy