Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$220K Sell
2025
Q1
$594K Sell
2024
Q4
$640K Buy
2024
Q3
$635K Sell
2024
Q2
$1.04M Sell
2024
Q1
$1M Sell
2023
Q4
$852K Sell
2023
Q3
$675K Sell
2023
Q2
$967K Buy
2023
Q1
$895K Sell
2022
Q4
$721K Sell
2022
Q3
$590K Sell
2022
Q2
$722K Buy
2022
Q1
$843K Buy
2021
Q4
$763K Sell
2021
Q3
$734K Buy
2021
Q2
$629K Buy