Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$446K Sell
2025
Q2
$507K Sell
2025
Q1
$583K Sell
2024
Q4
$836K Sell
2024
Q3
$999K Sell
2024
Q2
$966K Buy
2024
Q1
$1.12M Buy
2023
Q4
$868K Buy