Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$540K Buy
2025
Q2
$465K Buy
2025
Q1
$520K Sell
2024
Q4
$513K Buy
2024
Q3
$540K Buy
2024
Q2
$562K Buy
2024
Q1
$574K Buy
2023
Q4
$427K Buy
2023
Q3
$465K Sell
2023
Q2
$474K Buy
2023
Q1
$505K Sell
2022
Q4
$508K Buy
2022
Q3
$378K Sell
2022
Q2
$426K Buy
2022
Q1
$410K Buy