Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$504K Sell
2025
Q1
$577K Sell
2024
Q4
$528K Sell
2024
Q3
$512K Buy
2024
Q2
$409K Buy
2024
Q1
$461K Sell
2023
Q4
$414K Buy
2023
Q3
$460K Buy
2023
Q2
$471K Buy
2023
Q1
$428K Buy
2022
Q4
$392K Hold
2022
Q3
$350K Buy
2022
Q2
$311K Sell
2022
Q1
$416K Hold
2021
Q4
$384K Hold
2021
Q3
$365K Buy