Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Sell
2025
Q2
$769K Buy
2025
Q1
$732K Sell
2024
Q4
$725K Sell
2024
Q3
$708K Buy
2024
Q2
$504K Buy
2024
Q1
$435K Hold
2023
Q4
$391K Sell
2023
Q3
$341K Buy
2023
Q2
$310K Buy
2023
Q1
$280K Buy
2022
Q4
$248K Buy
2022
Q3
$250K Buy
2022
Q2
$236K Sell
2022
Q1
$284K Buy
2021
Q4
$268K Buy