Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$727K Sell
2025
Q1
$775K Buy
2024
Q3
Sell
2024
Q2
$764K Buy
2024
Q1
Sell
2023
Q4
$527K Sell
2023
Q3
$540K Buy
2023
Q2
$525K Buy
2023
Q1
$413K Buy
2022
Q4
$364K Buy