Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Sell
2025
Q2
$1.02M Sell
2025
Q1
$1.03M Sell
2024
Q4
$976K Buy
2024
Q3
$1.07M Sell
2024
Q2
$1.11M Buy
2024
Q1
$1.11M Buy
2023
Q4
$635K Buy
2023
Q3
$630K Buy
2023
Q2
$519K Sell
2023
Q1
$511K Buy