Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$462K Buy
2025
Q2
$382K Buy
2025
Q1
$344K Buy
2024
Q4
$400K Buy
2024
Q3
$413K Buy
2024
Q2
$352K Buy
2024
Q1
$360K Sell
2023
Q4
$780K Buy
2023
Q3
$308K Buy