Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$851K Sell
2025
Q1
$690K Sell
2024
Q4
$977K Sell
2024
Q3
$892K Buy
2024
Q2
$868K Buy
2024
Q1
$2.07K Sell
2023
Q4
$48.5K Buy
2023
Q3
$39.3K Hold
2023
Q2
$45.6K Buy