Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$656K Sell
2025
Q2
$2.58M Buy
2025
Q1
$412K Sell
2024
Q4
$601K Buy
2024
Q3
$279K Buy
2024
Q2
$228K Sell
2024
Q1
$2.2M Sell
2023
Q4
$3.39M Buy
2023
Q3
$172K Buy
2023
Q2
$121K Buy
2023
Q1
$75.4K Buy
2022
Q4
$927 Sell
2022
Q3
$4K Sell
2022
Q2
$19K Sell
2022
Q1
$274K Sell
2021
Q4
$523K Buy
2021
Q3
$29K Buy
2021
Q2
$19K Buy
2021
Q1
$1K Buy