Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$716K Buy
2025
Q2
$519K Sell
2025
Q1
$617K Sell
2024
Q4
$751K Sell
2024
Q3
$745K Sell
2024
Q2
$833K Buy
2024
Q1
$803K Sell
2023
Q4
$705K Sell
2023
Q3
$753K Sell
2023
Q2
$932K Sell
2023
Q1
$911K Sell
2022
Q4
$717K Buy