Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$753K Sell
2025
Q1
$703K Buy
2024
Q4
$581K Sell
2024
Q3
$608K Sell
2024
Q2
$668K Buy
2024
Q1
$511K Sell
2023
Q4
$536K Sell
2023
Q3
$455K Sell
2023
Q2
$809K Sell
2023
Q1
$846K Buy
2022
Q4
$560K Buy