Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$117K Sell
2025
Q2
$137K Buy
2025
Q1
$119K Buy
2024
Q4
$86.7K Buy
2024
Q3
$53.9K Buy
2024
Q2
$24.7K Sell
2024
Q1
$92.1K Sell
2023
Q4
$105K Sell
2023
Q3
$223K Sell
2023
Q2
$273K Sell
2023
Q1
$291K Buy
2022
Q4
$237K Sell
2022
Q3
$206K Buy
2022
Q2
$235K Sell
2022
Q1
$352K Sell
2021
Q4
$589K Buy