Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$57.1K Sell
2025
Q2
$136K Sell
2025
Q1
$165K Sell
2024
Q4
$256K Buy
2024
Q3
$53.7K Buy
2024
Q2
Sell
2024
Q1
$40.7K Sell
2023
Q4
$52.6K Buy
2023
Q3
$33.1K Buy
2023
Q2
$35.5K Buy
2023
Q1
Sell
2022
Q4
$99.5K Buy
2022
Q2
Sell
2022
Q1
$26K Sell
2021
Q4
$45K Buy