Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$774K Sell
2025
Q2
$652K Sell
2025
Q1
$541K Buy
2024
Q4
$471K Sell
2024
Q3
$577K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$532K Buy
2023
Q3
$399K Sell
2023
Q2
$505K Buy
2023
Q1
$474K Buy
2022
Q4
$370K Buy
2022
Q3
$80K Buy
2022
Q2
$46K Sell
2022
Q1
$95K Sell
2021
Q4
$115K Buy