Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.41M Buy
2025
Q2
$851K Sell
2025
Q1
$980K Buy
2024
Q4
$1.47M Sell
2024
Q3
$972K Sell
2024
Q2
$701K Hold
2024
Q1
$701K Sell
2023
Q4
$1M Sell
2023
Q3
$1.06M Buy
2023
Q2
$304K Sell
2023
Q1
$267K Buy
2022
Q4
Sell
2022
Q3
$272K Buy
2022
Q1
Sell
2021
Q4
$313K Hold
2021
Q3
$230K Hold
2021
Q2
$201K Buy