Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$376K Sell
2025
Q2
$367K Buy
2025
Q1
$319K Buy
2024
Q4
$351K Sell
2024
Q3
$429K Buy
2024
Q2
$318K Buy
2024
Q1
$389K Sell
2023
Q4
$484K Sell
2023
Q3
$444K Sell
2023
Q2
$522K Buy
2023
Q1
$529K Buy
2022
Q4
$480K Buy