Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$147K Buy
2025
Q2
$159K Buy
2025
Q1
$157K Buy
2024
Q4
$170K Buy
2024
Q3
$195K Hold
2024
Q2
$209K Sell
2024
Q1
$192K Buy
2023
Q4
$89.5K Hold
2023
Q3
$76.5K Buy
2023
Q2
$25.4K Hold
2023
Q1
$20K Hold
2022
Q4
$17.5K Buy
2022
Q3
$13K Hold
2022
Q2
$17K Buy
2022
Q1
$6K Buy
2021
Q4
$4.54K Buy