Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Sell
2025
Q2
$486K Sell
2025
Q1
$427K Hold
2024
Q4
$377K Sell
2024
Q3
$388K Sell
2024
Q2
$1.05M Hold
2024
Q1
$1.16M Buy
2023
Q4
$286K Sell
2023
Q3
$253K Buy
2023
Q2
$230K Sell
2023
Q1
$227K Buy
2022
Q4
$232K Buy
2022
Q3
Sell
2022
Q2
$225K Buy
2022
Q1
$203K Buy
2021
Q4
$205K Sell
2021
Q3
$232K Buy