Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Buy
2024
Q4
Sell
2024
Q3
$325K Buy
2024
Q2
$303K Buy
2024
Q1
$254K Sell
2023
Q4
$342K Buy
2023
Q3
$356K Sell
2023
Q2
$328K Sell
2023
Q1
$367K Buy
2022
Q4
$384K Buy
2022
Q3
$354K Buy
2022
Q2
$315K Hold
2022
Q1
$293K Buy
2021
Q4
$306K Hold
2021
Q3
$256K Sell
2021
Q2
$295K Hold
2021
Q1
$279K Sell
2020
Q4
$280K Buy
2020
Q3
$281K Buy
2020
Q2
$262K Buy