Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$107K Buy
2025
Q2
$115K Sell
2025
Q1
$85.7K Buy
2024
Q4
$63.1K Sell
2024
Q3
$138K Buy
2024
Q2
$118K Sell
2024
Q1
$179K Buy
2023
Q4
$162K Buy
2023
Q3
$139K Buy
2023
Q2
$130K Buy
2023
Q1
$32K Buy
2022
Q4
$20K Sell
2022
Q3
$37K Buy
2022
Q2
$20K Buy
2022
Q1
$15K Buy
2021
Q4
$2K Buy