Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$984K Buy
2025
Q2
$973K Sell
2025
Q1
$591K Sell
2024
Q4
$1.47M Buy
2024
Q3
$1.26M Hold
2024
Q2
$916K Hold
2024
Q1
$742K Hold
2023
Q4
$410K Hold
2023
Q3
$353K Hold
2023
Q2
$280K Hold
2023
Q1
$256K Buy
2022
Q4
$224K Buy