Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Sell
2025
Q2
$506K Sell
2025
Q1
$810K Buy
2024
Q4
$675K Sell
2024
Q3
$1.02M Buy
2024
Q2
$696K Sell
2024
Q1
$1.02M Buy
2023
Q4
$875K Sell
2023
Q3
$814K Buy
2023
Q2
$631K Buy
2023
Q1
$398K Sell
2022
Q4
$544K Buy
2022
Q3
$309K Buy
2022
Q2
$316K Sell
2022
Q1
$346K Sell
2021
Q4
$647K Buy
2021
Q3
$542K Buy
2021
Q2
$443K Buy
2021
Q1
$321K Buy