Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Buy
2025
Q2
Sell
2025
Q1
$145K Buy
2024
Q4
$154K Buy
2024
Q3
$146K Hold
2024
Q2
$133K Sell
2024
Q1
$169K Buy
2023
Q4
$165K Buy
2023
Q3
$127K Buy
2023
Q2
$97.4K Hold
2023
Q1
$89K Buy
2022
Q4
$57.2K Buy
2022
Q3
$11K Buy
2022
Q2
$8K Sell
2022
Q1
$29K Buy
2021
Q4
$22K Buy