Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$637K Sell
2025
Q2
$551K Buy
2025
Q1
$335K Buy
2024
Q4
$375K Sell
2024
Q3
$371K Buy
2024
Q2
$326K Buy
2024
Q1
$315K Sell
2023
Q4
$340K Sell
2023
Q3
$302K Buy
2023
Q2
$309K Sell
2023
Q1
$273K Sell
2022
Q4
$256K Buy
2022
Q3
$179K Buy