Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$229K Sell
2024
Q3
$241K Buy
2023
Q1
Sell
2022
Q4
$56K Hold
2022
Q3
$50K Buy
2022
Q2
$47K Sell
2022
Q1
$67K Sell
2021
Q4
$81K Buy
2021
Q3
$29K Hold
2021
Q2
$29K Hold
2021
Q1
$30K Buy