Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Sell
2025
Q2
$442K Buy
2025
Q1
$433K Sell
2024
Q4
$473K Buy
2024
Q3
$506K Sell
2024
Q2
$500K Buy
2024
Q1
$390K Buy
2023
Q4
$396K Sell
2023
Q3
$580K Sell
2023
Q2
$645K Sell
2023
Q1
$730K Buy
2022
Q4
$820K Sell
2022
Q3
$709K Buy
2022
Q2
$782K Buy
2022
Q1
$721K Sell
2021
Q4
$825K Sell
2021
Q3
$694K Buy
2021
Q1
$560K Buy