Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Buy
2025
Q2
$289K Sell
2025
Q1
$339K Buy
2024
Q4
$133K Sell
2024
Q3
$198K Sell
2024
Q2
$196K Buy
2024
Q1
$177K Buy
2023
Q4
$94.2K Buy
2023
Q3
$7.24K Hold
2023
Q2
$5.93K Sell
2023
Q1
$12.7K Buy
2022
Q4
$12.6K Hold
2022
Q3
$11K Buy
2022
Q2
$11K Hold
2022
Q1
$11K Buy
2021
Q4
$10.5K Buy