Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Buy
2023
Q4
Sell
2023
Q3
$40K Hold
2023
Q2
$86K Hold
2023
Q1
$82K Hold
2022
Q4
$81K Hold
2022
Q3
$67K Buy
2022
Q2
$73K Buy
2022
Q1
$58K Buy
2021
Q4
$65K Sell
2021
Q3
$89K Sell
2021
Q2
$108K Buy