Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2024
Q2
Sell
2024
Q1
$11.5K Buy
2023
Q3
Sell
2023
Q2
$296K Buy
2023
Q1
Sell
2022
Q4
$26.9K Sell
2022
Q3
$511K Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$551K Sell
2021
Q3
$1.12M Sell
2021
Q2
$1.66M Sell
2021
Q1
$1.89M Buy
2020
Q4
$1.76M Buy