Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Buy
2025
Q2
$96.9K Sell
2025
Q1
$94.8K Buy
2024
Q4
$112K Sell
2024
Q3
$127K Sell
2024
Q2
$127K Sell
2024
Q1
$347K Sell
2023
Q4
$382K Sell
2023
Q3
$272K Buy
2023
Q2
$256K Sell
2023
Q1
$314K Buy
2022
Q4
$226K Buy
2022
Q3
$93K Buy
2022
Q2
$65K Sell
2022
Q1
$82K Buy
2021
Q4
$154K Buy
2021
Q3
$28K Buy
2021
Q2
$3K Buy