Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$254K Buy
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$1.09M Buy
2024
Q2
$940K Buy
2024
Q1
$431K Buy
2023
Q4
$260K Buy
2023
Q3
$168K Buy
2022
Q2
Sell
2022
Q1
$718K Buy
2021
Q4
$448K Buy
2021
Q3
$274K Buy
2021
Q2
Sell
2021
Q1
$296K Buy