Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$474K Buy
2025
Q2
$496K Sell
2025
Q1
$593K Buy
2024
Q4
$265K Buy
2024
Q3
$246K Buy
2024
Q2
$277K Buy
2024
Q1
$267K Sell
2023
Q4
$310K Buy
2023
Q3
$211K Buy
2022
Q4
Sell
2022
Q3
$275K Buy
2022
Q2
$249K Buy
2022
Q1
$316K Hold
2021
Q4
$421K Buy
2021
Q3
$341K Hold
2021
Q2
$281K Hold
2021
Q1
$223K Hold
2020
Q4
$260K Buy