Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Sell
2025
Q2
$313K Hold
2025
Q1
$316K Buy
2024
Q4
$174K Sell
2024
Q3
$423K Buy
2024
Q2
$283K Hold
2024
Q1
$315K Sell
2023
Q4
$300K Buy
2023
Q3
$196K Hold
2023
Q2
$193K Sell
2023
Q1
$434K Buy
2022
Q4
$414K Buy
2022
Q3
$339K Buy
2022
Q2
$353K Sell
2022
Q1
$386K Buy
2021
Q4
$389K Sell
2021
Q3
$338K Buy
2021
Q2
$293K Hold
2021
Q1
$263K Buy
2020
Q4
$266K Buy