Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Buy
2025
Q2
$204K Sell
2025
Q1
$217K Buy
2024
Q4
Sell
2024
Q3
$240K Sell
2024
Q2
$238K Sell
2024
Q1
$275K Buy
2023
Q4
$208K Sell
2023
Q3
$209K Buy
2022
Q3
Sell
2022
Q2
$293K Sell
2022
Q1
$321K Buy
2021
Q4
$324K Sell
2021
Q3
$267K Sell
2021
Q2
$281K Sell
2021
Q1
$395K Buy
2020
Q4
$360K Buy