Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$545K Sell
2025
Q2
$515K Buy
2025
Q1
$570K Buy
2024
Q4
$425K Buy
2024
Q3
$409K Buy
2024
Q2
$382K Buy
2024
Q1
$369K Buy
2022
Q2
Sell
2022
Q1
$1.15M Buy