Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$246K Buy
2025
Q1
$249K Hold
2024
Q4
$213K Hold
2024
Q3
$224K Buy
2024
Q2
$244K Sell
2024
Q1
$246K Sell
2023
Q4
$301K Sell
2023
Q3
$349K Sell
2023
Q2
$339K Hold
2023
Q1
$323K Hold
2022
Q4
$320K Buy
2022
Q3
$201K Hold
2022
Q2
$211K Sell
2022
Q1
$249K Buy