Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Sell
2025
Q2
$467K Buy
2025
Q1
$414K Hold
2024
Q4
$353K Sell
2024
Q3
$358K Sell
2024
Q2
$329K Sell
2024
Q1
$393K Buy
2023
Q4
$267K Sell
2023
Q3
$271K Buy
2023
Q1
Sell
2022
Q4
$222K Buy
2022
Q3
Sell
2022
Q2
$219K Sell
2022
Q1
$242K Buy
2021
Q4
$204K Buy