Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$334K Buy
2025
Q1
$390K Buy
2024
Q4
$338K Buy
2024
Q3
$312K Buy
2024
Q2
$332K Hold
2024
Q1
$334K Buy
2023
Q4
$316K Sell
2023
Q3
$371K Sell
2023
Q2
$486K Buy
2023
Q1
$504K Hold
2022
Q4
$554K Buy
2022
Q3
$443K Buy
2022
Q2
$447K Sell
2022
Q1
$518K Sell
2021
Q4
$397K Sell
2021
Q3
$414K Sell
2021
Q2
$464K Buy
2021
Q1
$454K Buy
2020
Q4
$346K Buy