Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$199K Sell
2025
Q1
$358K Buy
2024
Q4
$430K Sell
2024
Q3
$618K Sell
2024
Q2
$1.42M Hold
2024
Q1
$1.23M Buy
2023
Q4
$975K Sell
2023
Q3
$1.48M Hold
2023
Q2
$1.13M Hold
2023
Q1
$1.17M Buy
2022
Q4
$980K Buy
2022
Q3
$663K Buy
2022
Q2
$556K Buy
2022
Q1
$466K Buy