Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Buy
2025
Q2
$1.02M Buy
2025
Q1
$559K Sell
2024
Q4
$543K Buy
2024
Q3
$695K Buy
2024
Q2
$351K Buy
2024
Q1
$425K Sell
2023
Q4
$395K Buy
2023
Q3
$331K Buy
2023
Q2
$295K Sell
2023
Q1
$284K Sell
2022
Q4
$253K Buy
2022
Q2
Sell
2022
Q1
$222K Buy