Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$520K Buy
2025
Q2
$447K Buy
2024
Q2
Sell
2024
Q1
$110K Sell
2023
Q4
$281K Buy
2023
Q3
$26.4K Sell
2023
Q2
$133K Sell
2023
Q1
$199K Buy
2022
Q3
Sell
2022
Q2
$23K Sell
2022
Q1
$155K Buy
2021
Q4
Sell
2021
Q3
$40K Buy