Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Sell
2025
Q2
$226K Sell
2025
Q1
$292K Sell
2024
Q4
$292K Sell
2024
Q3
$393K Sell
2024
Q2
$826K Buy
2024
Q1
$411K Sell
2023
Q4
$641K Buy
2023
Q3
$575K Buy
2023
Q2
$333K Sell
2023
Q1
$319K Sell
2022
Q4
$351K Sell
2022
Q3
$490K Buy