Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$185K Buy
2025
Q2
$188K Sell
2025
Q1
$404K Buy
2024
Q4
$333K Buy
2024
Q3
$37.1K Buy
2023
Q2
Sell
2023
Q1
$73.1K Buy
2022
Q2
Sell
2022
Q1
$211K Buy
2021
Q4
$71K Buy
2021
Q3
$61K Sell
2021
Q2
$62K Sell
2021
Q1
$58K Buy