Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Buy
2025
Q2
Sell
2025
Q1
$406K Buy
2024
Q4
$534K Hold
2024
Q3
$379K Buy
2024
Q2
$359K Buy
2024
Q1
$603K Buy
2023
Q4
$665K Buy
2023
Q3
$696K Buy
2023
Q2
$427K Buy
2023
Q1
$537K Sell
2022
Q4
$531K Sell
2022
Q3
$964K Buy
2022
Q2
$882K Buy
2022
Q1
$280K Hold
2021
Q4
$320K Buy