Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$511K Sell
2025
Q2
$4.55M Buy
2025
Q1
$1.25M Sell
2024
Q4
$1.46M Buy
2024
Q3
$792K Buy
2024
Q2
$718K Buy
2024
Q1
$751K Buy
2023
Q4
$702K Buy
2023
Q3
$619K Hold
2023
Q2
$639K Sell
2023
Q1
$566K Buy
2022
Q4
$298K Sell
2022
Q3
$340K Buy