Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Sell
2025
Q2
$783K Buy
2025
Q1
$514K Sell
2024
Q4
$634K Sell
2024
Q3
$592K Hold
2024
Q2
$710K Buy
2024
Q1
$566K Buy
2023
Q4
$769K Sell
2023
Q3
$581K Buy
2023
Q2
$735K Sell
2023
Q1
$806K Sell
2022
Q4
$803K Buy
2022
Q3
$465K Sell
2022
Q2
$527K Buy
2022
Q1
$504K Buy
2021
Q4
$677K Buy