Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$755K Buy
2025
Q2
$651K Buy
2025
Q1
$472K Sell
2024
Q4
$434K Buy
2024
Q3
$421K Buy
2024
Q2
$334K Buy
2024
Q1
$293K Buy
2023
Q4
$279K Buy
2023
Q3
$222K Buy
2023
Q2
$221K Buy
2023
Q1
Sell
2022
Q4
$189K Sell
2022
Q3
$192K Buy