Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$623K Sell
2025
Q1
$693K Sell
2024
Q4
$963K Buy
2024
Q3
$1.02M Buy
2024
Q2
$829K Buy
2024
Q1
$808K Sell
2023
Q4
$641K Buy
2023
Q3
$564K Buy
2023
Q2
$588K Sell
2023
Q1
$482K Sell
2022
Q4
$543K Buy
2022
Q3
$574K Buy