Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$753K Buy
2025
Q2
$609K Sell
2025
Q1
$512K Buy
2024
Q4
$518K Hold
2024
Q3
$622K Buy
2024
Q2
$762K Sell
2024
Q1
$811K Buy
2023
Q4
$467K Buy
2023
Q3
$319K Buy
2023
Q2
$307K Hold
2023
Q1
$231K Hold
2022
Q4
$231K Buy
2022
Q3
Sell
2022
Q2
$201K Sell
2022
Q1
$372K Buy