Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$683K Buy
2025
Q1
$599K Buy
2023
Q4
Sell
2023
Q3
$671K Buy
2023
Q2
$604K Buy
2023
Q1
$359K Buy
2022
Q3
Sell
2022
Q2
$457K Buy
2022
Q1
Sell
2021
Q4
$229K Buy
2019
Q4
Sell
2019
Q3
$388K Sell
2019
Q2
$425K Buy
2019
Q1
$434K Buy