Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Buy
2025
Q2
$27.5K Buy
2025
Q1
$386 Sell
2024
Q4
$136K Sell
2024
Q3
$135K Sell
2024
Q2
$825K Buy
2024
Q1
$358 Hold
2023
Q4
$345 Hold
2023
Q3
$226 Hold
2023
Q2
$223 Buy
2023
Q1
$365 Buy
2021
Q3
Sell
2021
Q2
$256K Buy
2021
Q1
$167K Buy