Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$132K Sell
2025
Q2
$122K Sell
2025
Q1
$111K Sell
2024
Q4
$485K Buy
2024
Q3
$299K Hold
2024
Q2
$226K Sell
2024
Q1
$270K Sell
2023
Q4
$855K Sell
2023
Q3
$878K Buy
2023
Q2
$904K Sell
2023
Q1
$744K Buy
2022
Q4
$256K Sell
2022
Q3
$643K Buy
2022
Q2
$499K Sell
2022
Q1
$1.06M Buy
2021
Q4
$534K Buy