Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$789K Buy
2025
Q2
$543K Sell
2025
Q1
$563K Buy
2024
Q4
$502K Sell
2024
Q3
$441K Sell
2024
Q2
$423K Sell
2024
Q1
$471K Sell
2023
Q4
$444K Buy
2023
Q3
$390K Buy
2023
Q2
$324K Buy