Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Sell
2025
Q2
$380K Buy
2025
Q1
$369K Buy
2024
Q4
$296K Buy
2024
Q3
$284K Buy
2024
Q2
$245K Buy
2024
Q1
$224K Sell
2023
Q4
$220K Buy
2023
Q3
$196K Sell
2023
Q2
$212K Sell
2023
Q1
$264K Buy
2022
Q4
$242K Sell
2022
Q3
$276K Buy
2022
Q2
$369K Sell
2022
Q1
$432K Buy
2021
Q4
$324K Buy
2021
Q3
$325K Sell
2021
Q2
$352K Sell
2021
Q1
$412K Buy
2020
Q4
$385K Buy