Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$956K Buy
2025
Q3
$813K Buy
2025
Q2
$433K Sell
2025
Q1
$474K Sell
2024
Q4
$504K Buy
2024
Q3
$485K Sell
2024
Q2
$544K Buy
2024
Q1
$533K Sell
2023
Q4
$605K Buy
2023
Q3
$295K Buy
2023
Q2
$255K Buy
2023
Q1
$144K Buy
2022
Q4
$122K Sell
2022
Q3
$106K Sell
2022
Q2
$247K Buy
2022
Q1
$138K Buy
2021
Q4
$50.6K Buy