Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$382K Buy
2025
Q1
Sell
2024
Q4
$876K Buy
2024
Q3
$733K Buy
2024
Q2
Sell
2024
Q1
$594K Sell
2023
Q4
$919K Buy
2023
Q1
Sell
2022
Q4
$302K Buy