Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Sell
2025
Q2
$339K Buy
2025
Q1
$318K Sell
2024
Q4
$518K Sell
2024
Q3
$2.41M Buy
2024
Q2
$2.26M Buy
2024
Q1
$1.91M Sell
2023
Q4
$1.73M Buy
2023
Q3
$643K Buy
2023
Q2
$562K Buy