Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$966K Sell
2025
Q2
$898K Buy
2025
Q1
$925K Sell
2024
Q4
$1.08M Sell
2024
Q3
$1.38M Buy
2024
Q2
$798K Sell
2024
Q1
$948K Sell
2023
Q4
$1.41M Sell
2023
Q3
$1.13M Sell
2023
Q2
$1.27M Sell
2023
Q1
$1.15M Buy
2022
Q4
$891K Sell
2022
Q3
$1.09M Sell
2022
Q2
$1.31M Buy
2022
Q1
$1.09M Buy
2021
Q4
$1.46M Buy