Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$313K Sell
2025
Q1
$358K Sell
2024
Q4
$426K Hold
2024
Q3
$468K Sell
2024
Q2
$461K Hold
2024
Q1
$398K Sell
2023
Q4
$407K Buy
2022
Q1
Sell
2021
Q4
$4K Hold
2021
Q3
$3K Buy