Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Sell
2025
Q2
$290K Sell
2025
Q1
$444K Buy
2024
Q4
$350K Buy
2024
Q3
$196K Sell
2024
Q2
$247K Buy
2024
Q1
$196K Sell
2023
Q4
$391K Buy
2023
Q3
$219K Sell
2023
Q2
$515K Buy
2023
Q1
$516K Buy
2022
Q4
$475K Sell
2022
Q3
$437K Buy
2022
Q2
$470K Buy