Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$151K Sell
2025
Q2
$181K Sell
2025
Q1
$93K Sell
2024
Q4
$187K Buy
2024
Q3
$369K Sell
2024
Q2
$1.17M Buy
2024
Q1
$498K Buy
2023
Q4
$515K Buy
2023
Q3
$605K Sell
2023
Q2
$867K Sell
2023
Q1
$808K Buy
2022
Q4
$1.18M Sell
2022
Q3
$1.04M Buy
2022
Q2
$975K Buy
2022
Q1
$1.04M Buy
2021
Q4
$1.1M Buy