Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$715K Buy
2025
Q2
$621K Buy
2025
Q1
$607K Buy
2024
Q4
$242K Sell
2024
Q3
$880K Buy
2024
Q2
$705K Sell
2024
Q1
$1.01M Sell
2023
Q4
$1.23M Sell
2023
Q3
$1.51M Buy
2023
Q2
$1.08M Buy
2023
Q1
$872K Buy
2022
Q4
$670K Buy
2022
Q3
$299K Buy
2015
Q3
Sell
2015
Q2
$274K Buy