Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Sell
2025
Q2
$810K Sell
2025
Q1
$854K Sell
2024
Q4
$749K Buy
2024
Q3
$671K Sell
2024
Q2
$654K Buy
2024
Q1
$547K Buy
2023
Q4
$520K Buy
2023
Q3
$450K Buy
2023
Q2
$456K Sell
2023
Q1
$552K Buy
2022
Q4
$515K Buy
2022
Q3
$342K Buy
2022
Q2
$415K Buy
2022
Q1
$350K Hold
2021
Q4
$365K Sell
2021
Q3
$433K Buy
2021
Q1
$337K Buy