Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$429K Buy
2025
Q1
$128K Buy
2024
Q2
Sell
2024
Q1
$885K Buy
2023
Q4
$586K Buy
2022
Q2
Sell
2022
Q1
$974K Buy
2021
Q4
$635K Buy