Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q2
Sell
2025
Q1
$273K Hold
2024
Q4
$246K Hold
2024
Q3
$237K Hold
2024
Q2
$201K Hold
2024
Q1
$229K Buy
2023
Q4
Sell
2023
Q3
$222K Sell
2023
Q2
$237K Hold
2023
Q1
$216K Buy
2022
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$226K Hold
2021
Q4
$209K Buy