Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$671K Sell
2025
Q2
$726K Sell
2025
Q1
$921K Sell
2024
Q4
$826K Sell
2024
Q3
$897K Buy
2024
Q2
$678K Sell
2024
Q1
$838K Sell
2023
Q4
$806K Buy
2023
Q3
$582K Buy
2023
Q2
$531K Hold
2023
Q1
$520K Hold
2022
Q4
$559K Sell
2022
Q3
$699K Hold
2022
Q2
$831K Buy
2022
Q1
$696K Buy
2021
Q4
$692K Sell
2021
Q3
$720K Sell
2021
Q2
$764K Sell
2021
Q1
$697K Sell
2020
Q4
$756K Sell
2020
Q3
$808K Buy