Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$433K Sell
2025
Q2
$470K Buy
2025
Q1
$446K Buy
2024
Q4
$412K Buy
2024
Q3
$387K Buy
2024
Q2
$323K Sell
2024
Q1
$279K Sell
2023
Q4
$263K Buy
2023
Q3
$201K Buy