Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$555K Buy
2025
Q1
$223K Buy
2024
Q4
$108K Sell
2024
Q3
$262K Sell
2024
Q2
$289K Buy
2024
Q1
$229K Buy
2023
Q4
$232K Buy
2023
Q3
$181K Buy
2023
Q2
Sell
2023
Q1
$154K Buy
2022
Q4
$148K Buy
2021
Q3
Sell
2021
Q2
$200K Buy