Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$92.2K Hold
2025
Q2
$109K Sell
2025
Q1
$118K Hold
2024
Q4
$107K Hold
2024
Q3
$126K Hold
2024
Q2
$112K Hold
2024
Q1
$104K Hold
2023
Q4
$98.1K Hold
2023
Q3
$97.6K Hold
2023
Q2
$104K Buy
2023
Q1
$79.8K Hold
2022
Q4
$76.9K Hold
2022
Q3
$67K Hold
2022
Q2
$78K Hold
2022
Q1
$90K Hold
2021
Q4
$100K Hold
2021
Q3
$92K Hold
2021
Q2
$79K Hold
2021
Q1
$79K Hold
2020
Q4
$74K Buy