Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601K Sell
2025
Q2
$548K Hold
2025
Q1
$340K Sell
2024
Q4
$400K Sell
2024
Q3
$423K Sell
2024
Q2
$741K Sell
2024
Q1
$562K Sell
2023
Q4
$512K Hold
2023
Q3
$419K Sell
2023
Q2
$453K Buy
2023
Q1
$399K Buy
2022
Q4
Sell
2022
Q3
$313K Buy
2022
Q2
$315K Sell
2022
Q1
$483K Buy
2021
Q4
$646K Hold
2021
Q3
$451K Buy