Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$657K Sell
2025
Q2
$474K Hold
2025
Q1
$424K Buy
2024
Q4
$571K Sell
2024
Q3
$1.5M Hold
2024
Q2
$232K Sell
2024
Q1
$329K Hold
2023
Q4
$386K Sell
2023
Q3
$506K Sell
2023
Q2
$806K Sell
2023
Q1
$948K Sell
2022
Q4
$1.91M Buy
2022
Q3
$1.89M Sell
2022
Q2
$2.85M Buy
2022
Q1
$2.8M Buy
2021
Q4
$3.11M Sell
2021
Q3
$6.17M Buy
2021
Q2
$156K Buy