Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$251K Buy
2024
Q4
Sell
2024
Q3
$208K Buy
2024
Q2
Sell
2024
Q1
$213K Sell
2023
Q4
$251K Buy
2023
Q3
$212K Buy
2023
Q2
$204K Sell
2023
Q1
$207K Buy
2022
Q2
Sell
2022
Q1
$210K Hold
2021
Q4
$238K Buy