Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Sell
2025
Q2
$218K Sell
2025
Q1
$221K Buy
2024
Q4
Sell
2024
Q3
$357K Sell
2024
Q2
$1.02M Sell
2024
Q1
$1.06M Buy
2023
Q4
$1.05M Buy
2023
Q3
$878K Sell
2023
Q2
$951K Sell
2023
Q1
$1.19M Hold
2022
Q4
$1.19M Buy
2022
Q3
$637K Buy
2022
Q2
$637K Buy
2022
Q1
$678K Buy
2021
Q4
$333K Buy