Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$830K Buy
2025
Q2
$645K Buy
2025
Q1
$480K Sell
2024
Q4
$697K Buy
2024
Q3
$870K Sell
2024
Q2
$659K Buy
2024
Q1
$680K Sell
2023
Q4
$716K Buy
2023
Q3
$410K Sell
2023
Q2
$408K Sell
2023
Q1
$365K Buy
2022
Q4
$273K Buy
2022
Q3
$240K Buy