Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$604K Sell
2025
Q1
$380K Hold
2024
Q4
$724K Hold
2024
Q3
$638K Hold
2024
Q2
$815K Hold
2024
Q1
$750K Hold
2023
Q4
$591K Sell
2023
Q3
$532K Hold
2023
Q2
$659K Hold
2023
Q1
$512K Hold
2022
Q4
$601K Buy
2022
Q3
$496K Hold
2022
Q2
$586K Sell
2022
Q1
$686K Buy