Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Sell
2025
Q2
$438K Sell
2025
Q1
$817K Sell
2024
Q4
$1.16M Buy
2024
Q3
$754K Sell
2024
Q2
$1.25M Sell
2024
Q1
$1.3M Buy
2023
Q4
$1.05M Buy
2023
Q3
$809K Buy
2023
Q2
$638K Sell
2023
Q1
$634K Sell
2022
Q4
$562K Sell
2022
Q3
$691K Sell
2022
Q2
$1.29M Sell
2022
Q1
$2.28M Buy
2021
Q4
$615K Buy