Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Buy
2025
Q2
$446K Buy
2025
Q1
$385K Sell
2024
Q4
$469K Buy
2024
Q3
$533K Buy
2024
Q2
$443K Sell
2024
Q1
$570K Sell
2023
Q4
$671K Sell
2023
Q3
$592K Sell
2023
Q2
$684K Buy
2023
Q1
$741K Buy
2022
Q4
$706K Hold
2022
Q3
$502K Sell
2022
Q2
$626K Buy
2022
Q1
Sell
2021
Q4
$355K Buy