Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$54.1K Sell
2025
Q2
$39K Sell
2025
Q1
$85.2K Buy
2024
Q4
Sell
2024
Q3
$362K Buy
2024
Q2
$330K Buy
2024
Q1
$312K Buy
2023
Q3
Sell
2023
Q2
$30.8K Buy
2023
Q1
Sell
2022
Q4
$2.03K Sell
2022
Q3
$198K Buy
2022
Q2
$141K Buy
2022
Q1
$195K Buy
2021
Q4
$137K Buy
2021
Q3
Sell
2021
Q2
$220K Buy