Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$570K Sell
2025
Q2
$546K Sell
2025
Q1
$557K Buy
2024
Q4
$570K Sell
2024
Q3
$487K Sell
2024
Q2
$605K Buy
2024
Q1
$412K Sell
2023
Q4
$1.34M Sell
2023
Q3
$1.55M Buy
2023
Q2
$839K Sell
2023
Q1
$816K Buy
2022
Q4
$961K Buy
2022
Q3
$1.7M Buy
2022
Q2
$450K Buy
2022
Q1
$741K Buy
2021
Q4
$1.49M Buy