Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$760K Sell
2025
Q2
$748K Sell
2025
Q1
$784K Buy
2024
Q4
$782K Buy
2024
Q3
$680K Sell
2024
Q2
$838K Buy
2024
Q1
$955K Sell
2023
Q4
$704K Buy
2023
Q3
$608K Buy
2023
Q2
$540K Sell
2023
Q1
$491K Buy
2022
Q4
$463K Buy
2022
Q3
$272K Sell
2022
Q2
$631K Buy
2022
Q1
$491K Buy
2021
Q4
$414K Buy
2021
Q3
$320K Buy
2021
Q2
$246K Buy