Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$268K Sell
2025
Q1
$341K Sell
2024
Q4
$423K Sell
2024
Q3
$467K Buy
2024
Q2
$384K Sell
2024
Q1
$451K Buy
2023
Q4
$361K Buy
2023
Q3
$365K Sell
2023
Q2
$384K Buy
2023
Q1
$250K Buy
2022
Q4
$225K Sell
2022
Q3
$204K Hold
2022
Q2
$231K Hold
2022
Q1
$318K Sell
2021
Q4
$430K Buy
2021
Q3
$443K Buy
2021
Q2
$409K Buy