Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Buy
2025
Q2
$232K Buy
2025
Q1
$206K Sell
2024
Q4
$243K Buy
2024
Q3
$218K Sell
2024
Q2
$243K Buy
2024
Q1
$255K Buy
2023
Q4
$258K Buy
2023
Q3
$237K Buy
2023
Q2
$228K Buy
2023
Q1
$230K Buy
2022
Q4
$210K Sell
2022
Q3
$179K Sell
2022
Q2
$192K Buy
2022
Q1
$250K Buy
2021
Q4
$283K Buy