Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$53.5K Hold
2025
Q2
$61.8K Buy
2025
Q1
$77.6K Hold
2024
Q4
$89.2K Sell
2024
Q3
$134K Sell
2024
Q2
$144K Hold
2024
Q1
$158K Hold
2023
Q4
$149K Hold
2023
Q3
$140K Buy
2023
Q2
$143K Sell
2023
Q1
$2.85M Sell
2022
Q4
$2.64M Hold
2022
Q3
$2.3M Hold
2022
Q2
$2.71M Hold
2022
Q1
$3.34M Sell
2021
Q4
$2.98M Sell
2021
Q3
$3.04M Sell
2021
Q2
$3.35M Sell
2021
Q1
$3.45M Sell
2020
Q4
$3.01M Sell
2020
Q3
$2.58M Sell
2020
Q2
$2.24M Buy
2020
Q1
$1.59M Sell
2019
Q4
$3.01M Sell
2019
Q3
$2.63M Sell
2019
Q2
$3.16M Buy