Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$515K Sell
2025
Q2
$469K Sell
2025
Q1
$469K Buy
2024
Q4
$562K Buy
2024
Q3
$640K Hold
2024
Q2
$720K Buy
2024
Q1
$710K Buy
2023
Q4
$603K Buy
2023
Q3
$526K Sell
2023
Q2
$552K Sell
2023
Q1
$723K Sell
2022
Q4
$720K Buy
2022
Q3
$554K Sell
2022
Q2
$607K Sell
2022
Q1
$583K Buy
2021
Q4
$480K Buy