Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Hold
2025
Q2
$731K Sell
2025
Q1
$758K Buy
2024
Q4
$843K Hold
2024
Q3
$981K Hold
2024
Q2
$1.05M Hold
2024
Q1
$956K Sell
2023
Q4
$1.41M Sell
2023
Q3
$2.39M Buy
2023
Q2
$1.38M Buy
2023
Q1
Sell
2022
Q4
$926K Sell
2022
Q3
$768K Buy
2022
Q2
$216K Sell
2022
Q1
$1.27M Buy