Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Buy
2025
Q2
$231K Hold
2025
Q1
$215K Buy
2024
Q3
Sell
2024
Q2
$415K Sell
2024
Q1
$1.31M Buy
2023
Q4
$1.25M Sell
2023
Q3
$1.08M Buy
2023
Q2
$280K Hold
2023
Q1
$260K Hold
2022
Q4
$282K Sell
2022
Q3
$283K Sell
2022
Q2
$323K Hold
2022
Q1
$352K Sell
2021
Q4
$436K Hold
2021
Q3
$366K Sell
2021
Q2
$431K Sell
2021
Q1
$460K Buy
2020
Q4
$332K Buy