Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Buy
2025
Q2
$605K Buy
2025
Q1
$477K Sell
2024
Q4
$655K Sell
2024
Q3
$840K Sell
2024
Q2
$812K Buy
2024
Q1
$342K Buy
2023
Q4
$271K Hold
2023
Q3
$226K Buy
2022
Q2
Sell
2022
Q1
$16K Sell
2021
Q4
$27K Buy
2020
Q3
Sell
2020
Q2
$192K Buy
2020
Q1
$85K Buy
2019
Q4
$94K Buy