Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$603K Sell
2025
Q2
$525K Sell
2025
Q1
$559K Buy
2024
Q4
$568K Sell
2024
Q3
$671K Buy
2024
Q2
$645K Buy
2024
Q1
$641K Buy
2023
Q4
$621K Sell
2023
Q3
$609K Buy
2021
Q2
Sell
2021
Q1
$1.2M Buy