Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$855K Buy
2025
Q2
$830K Buy
2025
Q1
$910K Sell
2024
Q4
$831K Buy
2024
Q3
$1M Buy
2024
Q2
$965K Buy
2024
Q1
$802K Hold
2023
Q4
$813K Hold
2023
Q3
$761K Sell
2023
Q2
$633K Buy
2023
Q1
$684K Hold
2022
Q4
$743K Buy