Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388K Buy
2025
Q2
$377K Sell
2025
Q1
$332K Sell
2024
Q4
$393K Sell
2024
Q3
$355K Sell
2024
Q2
$380K Sell
2024
Q1
$377K Buy
2023
Q4
$243K Buy
2023
Q3
$190K Sell
2023
Q2
$230K Sell
2023
Q1
$199K Hold
2022
Q4
$162K Sell
2022
Q3
$297K Buy
2022
Q2
$259K Buy
2022
Q1
$342K Buy
2021
Q4
$307K Buy