Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$131K Sell
2025
Q2
$110K Sell
2025
Q1
$132K Sell
2024
Q4
$311K Buy
2024
Q3
$8.18K Buy
2022
Q4
Sell
2022
Q3
$79K Sell
2022
Q2
$72K Buy
2022
Q1
$78K Sell
2021
Q4
$89K Buy
2021
Q3
$80K Buy
2021
Q2
$85K Hold
2021
Q1
$77K Hold
2020
Q4
$63K Buy