Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Sell
2025
Q2
$450K Buy
2025
Q1
$303K Buy
2024
Q4
$328K Sell
2024
Q3
$336K Buy
2024
Q2
$256K Buy
2024
Q1
$171K Sell
2023
Q4
$247K Sell
2023
Q3
$410K Buy
2023
Q2
$172K Buy
2022
Q2
Sell
2022
Q1
$64K Sell
2021
Q4
$109K Buy
2021
Q3
$70K Buy