Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$396K Buy
2025
Q2
$333K Buy
2025
Q1
$241K Sell
2024
Q4
$339K Sell
2024
Q3
$493K Sell
2024
Q2
$502K Buy
2024
Q1
$459K Sell
2023
Q4
$560K Buy
2023
Q3
$490K Buy
2023
Q2
$472K Buy
2023
Q1
$451K Buy
2022
Q4
$288K Buy