Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Sell
2025
Q2
$344K Buy
2025
Q1
$347K Sell
2024
Q4
$375K Sell
2024
Q3
$582K Sell
2024
Q2
$842K Sell
2024
Q1
$1.26M Buy
2023
Q4
$1.34M Buy
2023
Q3
$886K Buy
2023
Q2
$830K Sell
2023
Q1
$874K Buy
2022
Q4
$680K Sell
2022
Q3
$680K Buy
2022
Q2
$985K Sell
2022
Q1
$1.36M Buy
2021
Q4
$1.32M Buy