Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$162K Buy
2025
Q2
$160K Sell
2025
Q1
$196K Hold
2024
Q4
$164K Buy
2024
Q3
$202K Sell
2024
Q2
$197K Sell
2024
Q1
$188K Hold
2023
Q4
$191K Buy
2023
Q3
$178K Buy
2023
Q2
$147K Hold
2023
Q1
$160K Buy
2022
Q4
$158K Sell
2022
Q3
$136K Hold
2022
Q2
$146K Sell
2022
Q1
$150K Hold
2021
Q4
$140K Buy
2021
Q3
$131K Buy
2021
Q2
$146K Buy
2021
Q1
$134K Sell
2020
Q4
$140K Buy