Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Sell
2025
Q2
$448K Sell
2025
Q1
$709K Buy
2024
Q4
$654K Buy
2024
Q3
$380K Buy
2024
Q2
$260K Sell
2024
Q1
$380K Sell
2023
Q4
$677K Buy
2023
Q3
$488K Buy
2023
Q2
$251K Sell
2023
Q1
$229K Buy
2022
Q3
Sell
2022
Q2
$239K Sell
2022
Q1
$396K Buy