Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$618K Sell
2025
Q2
$727K Buy
2025
Q1
$505K Buy
2024
Q4
$471K Sell
2024
Q3
$549K Buy
2024
Q2
$568K Buy
2024
Q1
$543K Sell
2023
Q4
$782K Buy