Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Sell
2025
Q2
$637K Buy
2025
Q1
$587K Sell
2024
Q4
$774K Buy
2024
Q3
$805K Sell
2024
Q2
$742K Buy
2024
Q1
$716K Buy
2023
Q4
$758K Buy
2023
Q3
$666K Sell
2023
Q2
$680K Buy
2023
Q1
$368K Buy