Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Hold
2025
Q2
$243K Hold
2025
Q1
$260K Sell
2024
Q4
$815K Hold
2024
Q3
$786K Sell
2024
Q2
$1.1M Hold
2024
Q1
$1.48M Buy
2023
Q4
$1.15M Buy
2023
Q3
$805K Hold
2023
Q2
$856K Hold
2023
Q1
$635K Buy
2022
Q4
$242K Hold
2022
Q3
$251K Sell
2022
Q2
$513K Sell
2022
Q1
$751K Buy
2021
Q4
$1.32M Buy