Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$922K Sell
2025
Q2
$967K Sell
2025
Q1
$820K Sell
2024
Q4
$735K Sell
2024
Q3
$743K Buy
2022
Q4
Sell
2022
Q3
$296K Sell
2022
Q2
$357K Buy
2022
Q1
$236K Buy
2021
Q4
$241K Buy