Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$500K Buy
2024
Q4
Sell
2024
Q3
$203K Sell
2024
Q2
$608K Sell
2024
Q1
$899K Sell
2023
Q4
$1.11M Sell
2023
Q3
$1.44M Sell
2023
Q2
$3.29M Sell
2023
Q1
$4.46M Sell
2022
Q4
$5.06M Sell
2022
Q3
$5M Buy
2022
Q2
$5.1M Sell
2022
Q1
$6.17M Buy