Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$750K Buy
2025
Q2
$681K Sell
2025
Q1
$675K Buy
2024
Q4
$356K Buy
2024
Q3
$329K Sell
2024
Q2
$312K Sell
2024
Q1
$478K Buy
2023
Q4
$398K Buy
2023
Q3
$340K Hold
2023
Q2
$324K Sell
2023
Q1
$357K Hold
2022
Q4
$384K Hold
2022
Q3
$324K Hold
2022
Q2
$385K Buy
2022
Q1
$348K Hold
2021
Q4
$357K Buy