Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$742K Sell
2025
Q2
$807K Hold
2025
Q1
$700K Sell
2024
Q4
$1.56M Sell
2024
Q3
$1.34M Buy
2024
Q2
$1.38M Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.15M Buy
2023
Q3
$910K Buy
2023
Q2
$541K Sell
2023
Q1
$469K Hold
2022
Q4
$381K Hold
2022
Q3
$513K Buy
2022
Q2
$472K Buy
2022
Q1
$548K Sell
2021
Q4
$740K Buy