Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Hold
2025
Q2
$256K Sell
2025
Q1
$287K Sell
2024
Q4
$261K Buy
2024
Q3
$251K Buy
2024
Q2
$210K Hold
2024
Q1
$239K Sell
2023
Q4
$237K Buy
2023
Q3
$229K Hold
2023
Q2
$243K Hold
2023
Q1
$222K Sell
2022
Q4
$224K Sell
2022
Q3
$207K Sell
2022
Q2
$226K Sell
2022
Q1
$281K Buy
2021
Q4
$229K Sell
2021
Q3
$222K Buy