Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$942K Buy
2024
Q4
Sell
2024
Q3
$209K Buy
2024
Q1
Sell
2023
Q4
$417K Sell
2023
Q3
$571K Sell
2023
Q2
$662K Buy
2023
Q1
$354K Buy
2022
Q2
Sell
2022
Q1
$202K Sell
2021
Q4
$341K Sell
2021
Q3
$584K Buy
2021
Q2
$461K Buy
2021
Q1
$383K Buy
2020
Q4
$209K Buy
2020
Q3
Sell
2020
Q2
$490K Buy