Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Buy
2025
Q2
$540K Sell
2025
Q1
$534K Buy
2024
Q4
$624K Buy
2024
Q3
$729K Hold
2024
Q2
$622K Hold
2024
Q1
$775K Sell
2023
Q4
$1.01M Sell
2023
Q3
$940K Buy
2023
Q2
$1.04M Sell
2023
Q1
$1.12M Hold
2022
Q4
$1.11M Buy
2022
Q3
$789K Sell
2022
Q2
$975K Buy
2022
Q1
$1.21M Buy
2021
Q4
$1.49M Sell
2021
Q3
$1.47M Buy
2021
Q2
$1.57M Buy
2021
Q1
$1.33K Buy