Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2025
Q1
Sell
2024
Q4
$938K Buy
2024
Q3
$741K Sell
2024
Q2
$1.13M Sell
2024
Q1
$1.36M Buy
2023
Q4
$630K Buy
2023
Q3
$216K Sell
2023
Q2
$605K Buy
2023
Q1
$494K Buy
2022
Q1
Sell
2021
Q4
$1.68M Buy
2021
Q3
Sell
2021
Q2
$653K Buy
2021
Q1
$458K Sell
2020
Q4
$478K Buy