Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Sell
2025
Q2
$260K Sell
2025
Q1
$268K Sell
2024
Q4
$498K Sell
2024
Q3
$712K Sell
2024
Q2
$724K Buy
2024
Q1
$745K Buy
2023
Q4
$662K Buy
2023
Q3
$580K Buy
2023
Q2
$646K Buy
2023
Q1
$625K Sell
2022
Q4
$675K Buy
2022
Q3
$261K Hold
2022
Q2
$267K Buy
2022
Q1
$266K Buy
2021
Q4
$271K Buy
2021
Q3
$236K Buy
2021
Q2
$231K Buy