Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Buy
2025
Q2
$1.22M Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.01M Hold
2024
Q3
$1.01M Buy
2024
Q2
$861K Buy
2024
Q1
$916K Sell
2023
Q4
$910K Buy
2023
Q3
$758K Sell
2023
Q2
$829K Sell
2023
Q1
$940K Sell
2022
Q4
$1.15M Buy