Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Buy
2023
Q1
Sell
2022
Q4
$14.2K Sell
2022
Q3
$318K Buy
2022
Q2
$68K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$177K Buy
2021
Q2
$134K Buy
2021
Q1
$76K Buy
2020
Q4
$10K Buy