Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$600K Sell
2025
Q2
$680K Sell
2025
Q1
$780K Sell
2024
Q4
$715K Buy
2024
Q3
$725K Buy
2024
Q2
$690K Buy
2024
Q1
$586K Buy
2023
Q4
$587K Sell
2023
Q3
$570K Buy
2023
Q2
$455K Buy
2023
Q1
$446K Buy
2022
Q4
$473K Buy
2022
Q3
$438K Buy
2022
Q2
Sell
2022
Q1
$264K Buy
2021
Q4
$233K Buy