Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$968K Sell
2025
Q2
$700K Sell
2025
Q1
$585K Buy
2024
Q4
$879K Buy
2024
Q3
$549K Buy
2024
Q2
$393K Sell
2024
Q1
$430K Sell
2023
Q4
$641K Sell
2023
Q3
$693K Sell
2023
Q2
$774K Buy
2023
Q1
$433K Sell
2022
Q4
$279K Buy