Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Buy
2025
Q2
$569K Sell
2025
Q1
$386K Buy
2024
Q4
$439K Buy
2024
Q3
$509K Buy
2024
Q2
$541K Buy
2024
Q1
$382K Buy