Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Sell
2025
Q2
$119K Sell
2025
Q1
$143K Sell
2024
Q4
$198K Sell
2024
Q3
$221K Sell
2024
Q2
$283K Sell
2024
Q1
$353K Sell
2023
Q4
$2.16M Sell
2023
Q3
$2.34M Sell
2023
Q2
$2.54M Buy
2022
Q4
$1.79M Buy
2022
Q3
$1.05M Buy
2022
Q2
$1.5M Sell
2022
Q1
$1.61M Buy
2021
Q4
$248K Buy