Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Sell
2025
Q2
$4.84M Buy
2025
Q1
$677K Sell
2024
Q4
$689K Hold
2024
Q3
$689K Buy
2024
Q2
$599K Sell
2024
Q1
$585K Sell
2023
Q4
$595K Sell
2023
Q3
$540K Sell
2023
Q2
$589K Sell
2023
Q1
$777K Buy
2022
Q4
$680K Buy