Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Sell
2025
Q2
$1.53M Buy
2025
Q1
$1.04M Buy
2024
Q4
$647K Buy
2024
Q3
$533K Buy
2024
Q2
$569K Buy
2024
Q1
$495K Buy