Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Buy
2025
Q2
$163K Buy
2025
Q1
$172K Buy
2024
Q4
$154K Sell
2024
Q3
$177K Buy
2024
Q2
$141K Buy
2024
Q1
$135K Buy
2023
Q4
$109K Sell
2023
Q3
$105K Sell
2023
Q2
$104K Sell
2023
Q1
$103K Buy
2022
Q4
$114K Buy
2022
Q3
$89K Buy
2022
Q2
$32K Buy
2022
Q1
$37K Buy
2021
Q4
$19.1K Buy