Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$734K Sell
2025
Q2
$832K Sell
2025
Q1
$929K Sell
2024
Q4
$847K Buy
2024
Q3
$765K Sell
2024
Q2
$739K Buy
2024
Q1
$613K Buy
2023
Q4
$566K Buy