Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2025
Q2
$253K Buy
2025
Q1
$253K Buy
2024
Q4
$217K Sell
2024
Q3
$241K Sell
2024
Q2
$297K Buy
2024
Q1
$326K Sell
2023
Q4
$267K Sell
2023
Q3
$241K Sell
2023
Q2
$250K Sell
2023
Q1
$231K Sell
2022
Q4
$210K Buy
2021
Q4
Sell
2021
Q3
$213K Sell
2021
Q2
$242K Buy
2021
Q1
$250K Buy
2020
Q4
$222K Buy