Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Buy
2025
Q2
Sell
2025
Q1
$145K Sell
2024
Q4
$164K Sell
2024
Q3
$98.9K Buy
2024
Q2
$85.9K Sell
2024
Q1
$97.7K Buy
2023
Q4
$120K Sell
2023
Q3
$111K Buy
2023
Q2
$115K Sell
2023
Q1
$133K Buy
2022
Q4
$91.6K Buy
2022
Q3
$112K Sell
2022
Q2
$148K Buy
2022
Q1
$149K Buy
2021
Q4
$169K Buy