Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$743K Sell
2025
Q2
$756K Sell
2025
Q1
$657K Buy
2024
Q4
$731K Buy
2024
Q3
$606K Buy
2024
Q2
$628K Sell
2024
Q1
$841K Sell
2023
Q4
$753K Sell
2023
Q3
$713K Sell
2023
Q2
$740K Sell
2023
Q1
$587K Sell
2022
Q4
$483K Buy