Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$250K Sell
2025
Q1
$530K Sell
2024
Q4
$646K Sell
2024
Q3
$818K Buy
2024
Q2
$859K Buy
2024
Q1
$746K Sell
2023
Q4
$888K Sell
2023
Q3
$788K Sell
2023
Q2
$776K Buy
2023
Q1
$590K Buy
2022
Q4
$489K Buy