Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$906K Sell
2025
Q2
$794K Buy
2025
Q1
$894K Buy
2024
Q4
Sell
2024
Q3
$741K Buy
2024
Q2
$848K Buy
2024
Q1
$872K Buy
2023
Q4
$814K Buy
2023
Q3
$875K Buy
2023
Q2
$797K Buy
2023
Q1
$856K Sell
2022
Q4
$897K Buy
2022
Q3
$730K Sell
2022
Q2
$738K Buy
2022
Q1
$696K Buy
2021
Q4
$630K Buy