Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$649K Sell
2025
Q2
$503K Sell
2025
Q1
$487K Sell
2024
Q4
$515K Buy
2024
Q3
$513K Buy
2024
Q2
$408K Buy
2024
Q1
$467K Buy
2023
Q4
$355K Buy
2023
Q3
$202K Buy
2021
Q4
Sell
2021
Q3
$6K Buy