Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Sell
2025
Q2
$233K Buy
2025
Q1
$242K Buy
2024
Q4
$206K Buy
2024
Q3
$216K Buy
2024
Q2
$236K Sell
2024
Q1
$435K Buy
2023
Q4
$425K Sell
2023
Q3
$622K Buy
2023
Q2
$570K Buy
2023
Q1
$543K Buy
2022
Q4
$537K Sell
2022
Q3
$763K Buy
2022
Q2
$801K Sell
2022
Q1
$935K Buy