Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Buy
2025
Q2
$615K Buy
2025
Q1
$550K Sell
2024
Q4
$576K Buy
2024
Q3
$476K Buy
2024
Q2
$414K Sell
2024
Q1
$561K Buy
2023
Q4
$417K Buy
2023
Q3
$266K Sell
2023
Q2
$265K Sell
2023
Q1
$282K Buy
2022
Q4
$222K Buy
2022
Q3
$73K Sell
2022
Q2
$214K Buy