Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$510K Sell
2025
Q2
$604K Buy
2025
Q1
$562K Sell
2024
Q4
$659K Buy
2024
Q3
$631K Buy
2024
Q2
$371K Buy
2024
Q1
$310K Buy
2023
Q4
$277K Sell
2023
Q3
$251K Sell
2023
Q2
$270K Buy
2023
Q1
Sell
2022
Q4
$188K Sell
2022
Q3
$172K Buy
2022
Q2
$229K Sell
2022
Q1
$273K Buy