Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Buy
2025
Q2
$236K Sell
2025
Q1
$383K Buy
2024
Q4
$240K Buy
2024
Q3
Sell
2024
Q2
$91.3K Sell
2024
Q1
$348K Buy
2023
Q4
$150K Sell
2023
Q3
$127K Buy
2023
Q2
$71.4K Sell
2023
Q1
$75.5K Sell
2022
Q4
$109K Buy
2022
Q3
$101K Buy
2022
Q2
$36K Buy
2022
Q1
$17K Buy