Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$375K Buy
2025
Q2
$370K Sell
2025
Q1
$426K Buy
2024
Q4
$363K Buy
2024
Q3
$366K Buy
2024
Q2
$333K Buy
2024
Q1
$364K Buy
2023
Q2
Sell
2023
Q1
$427K Sell
2022
Q4
$475K Sell
2022
Q3
$433K Sell
2022
Q2
$486K Sell
2022
Q1
$576K Buy
2021
Q4
$663K Buy