Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2025
Q2
$359K Buy
2025
Q1
$457K Buy
2024
Q4
$405K Buy
2024
Q3
$351K Buy
2024
Q2
$187K Buy
2024
Q1
$194K Buy
2023
Q4
$152K Buy
2023
Q3
$129K Sell
2023
Q2
$155K Hold
2023
Q1
$139K Sell
2022
Q4
$128K Sell
2022
Q3
$122K Buy
2022
Q2
$92K Buy
2022
Q1
$97K Sell
2021
Q4
$102K Buy