Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.56M Buy
2025
Q2
$698K Buy
2025
Q1
$545K Buy
2024
Q4
Sell
2024
Q3
$682K Buy
2024
Q2
Sell
2024
Q1
$541K Buy
2023
Q4
Sell
2023
Q3
$497K Sell
2023
Q2
$711K Sell
2023
Q1
$1.55M Buy
2022
Q3
Sell
2022
Q2
$300K Buy
2021
Q3
Sell
2021
Q2
$488K Buy