Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$619K Sell
2025
Q2
$703K Sell
2025
Q1
$741K Sell
2024
Q4
$811K Sell
2024
Q3
$917K Buy
2024
Q2
$1M Buy
2024
Q1
$890K Buy
2023
Q4
$800K Sell
2023
Q3
$813K Buy
2023
Q2
$696K Sell
2023
Q1
$702K Buy
2022
Q4
$568K Buy
2022
Q3
$521K Buy
2022
Q2
$432K Buy
2022
Q1
$331K Buy