Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$399K Sell
2025
Q1
$982K Sell
2024
Q4
$1.47M Buy
2024
Q3
$578K Sell
2024
Q2
$511K Buy
2024
Q1
$55.3K Buy
2023
Q4
$38.6K Buy
2022
Q4
Sell
2022
Q3
$8K Sell
2022
Q2
$380K Sell
2022
Q1
$455K Buy
2021
Q4
$90K Buy