Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Sell
2025
Q2
$230K Buy
2025
Q1
$119K Hold
2024
Q4
$185K Hold
2024
Q3
$120K Hold
2024
Q2
$90.8K Hold
2024
Q1
$80.7K Hold
2023
Q4
$114K Hold
2023
Q3
$115K Hold
2023
Q2
$120K Hold
2023
Q1
$95.2K Hold
2022
Q4
$56.5K Hold
2022
Q3
$122K Hold
2022
Q2
$103K Hold
2022
Q1
$165K Sell
2021
Q4
$192K Sell
2021
Q3
$164K Hold
2021
Q2
$144K Buy
2021
Q1
$8K Buy