Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$141K Sell
2025
Q2
$244K Buy
2025
Q1
$124K Sell
2024
Q4
$122K Buy
2024
Q3
$94.2K Hold
2024
Q2
$82.8K Buy
2024
Q1
$9.43K Sell
2023
Q4
$114K Sell
2023
Q3
$109K Sell
2023
Q2
$150K Buy
2023
Q1
$142K Buy
2022
Q4
$54K Buy
2022
Q3
$22K Sell
2022
Q2
$172K Buy
2022
Q1
$78K Sell
2021
Q4
$248K Buy
2021
Q3
$53K Hold
2021
Q2
$46K Sell
2021
Q1
$161K Buy