Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$688K Sell
2025
Q2
$801K Buy
2025
Q1
$652K Hold
2024
Q4
$547K Hold
2024
Q3
$686K Hold
2024
Q2
$655K Hold
2024
Q1
$719K Sell
2023
Q4
$597K Buy