Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Sell
2025
Q2
$635K Sell
2025
Q1
$611K Buy
2024
Q4
$338K Buy
2024
Q3
$239K Sell
2024
Q2
$328K Buy
2024
Q1
$307K Buy
2023
Q4
$180K Buy