Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.88M Sell
2025
Q2
$2.3M Buy
2024
Q4
Sell
2024
Q3
$1.68M Buy
2024
Q2
Sell
2024
Q1
$1.08M Buy
2023
Q4
$265K Sell
2023
Q3
$446K Sell
2023
Q2
$490K Sell
2023
Q1
$853K Sell
2022
Q4
$967K Buy