Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Buy
2023
Q1
Sell
2022
Q4
$66.6K Sell
2022
Q3
$125K Sell
2022
Q2
$185K Buy
2022
Q1
Hold
2021
Q4
Sell
2021
Q3
$261K Buy
2021
Q2
$43K Buy
2021
Q1
Hold