Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Hold
2025
Q2
$566K Sell
2025
Q1
$695K Sell
2024
Q4
$585K Sell
2024
Q3
$743K Hold
2024
Q2
$709K Buy
2024
Q1
$748K Hold
2023
Q4
$617K Hold
2023
Q3
$589K Hold
2023
Q2
$578K Sell
2023
Q1
$549K Hold
2022
Q4
$712K Sell
2022
Q3
$680K Buy
2022
Q2
$628K Hold
2022
Q1
$571K Buy
2021
Q4
$497K Hold
2021
Q3
$512K Hold
2021
Q2
$512K Buy