Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$136K Sell
2025
Q1
$242K Buy
2024
Q4
$227K Buy
2024
Q3
$245K Sell
2024
Q2
$298K Sell
2024
Q1
$322K Sell
2023
Q4
$294K Sell
2023
Q3
$384K Buy
2023
Q2
$279K Buy
2023
Q1
$309K Buy
2022
Q4
$346K Buy
2022
Q3
$219K Buy
2022
Q2
$221K Sell
2022
Q1
$285K Buy
2021
Q4
$179K Buy