Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$135K Sell
2025
Q2
$389K Buy
2025
Q1
$96.6K Sell
2024
Q4
$127K Sell
2024
Q3
$120K Buy
2024
Q2
$116K Buy
2024
Q1
$125K Sell
2023
Q4
$306K Buy
2023
Q3
$148K Buy
2023
Q2
$86.8K Buy
2023
Q1
$62.3K Buy
2022
Q4
$51.3K Sell
2022
Q3
$74K Sell
2022
Q2
$131K Sell
2022
Q1
$319K Sell
2021
Q4
$391K Buy
2021
Q3
$169K Buy
2021
Q2
$128K Buy
2021
Q1
$0 Buy