Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$209K Sell
2025
Q1
$221K Sell
2024
Q4
$258K Buy
2024
Q3
$298K Hold
2024
Q2
$320K Hold
2024
Q1
$291K Buy
2023
Q4
$246K Sell
2023
Q3
$212K Hold
2023
Q2
$203K Buy
2022
Q1
Sell
2021
Q4
$232K Hold
2021
Q3
$235K Hold
2021
Q2
$239K Buy