Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$710K Buy
2025
Q2
$554K Sell
2025
Q1
$532K Sell
2024
Q4
$665K Sell
2024
Q3
$612K Sell
2024
Q2
$749K Buy
2024
Q1
$579K Sell
2023
Q4
$448K Sell
2023
Q3
$378K Sell
2023
Q2
$472K Sell
2023
Q1
$456K Buy
2022
Q4
$279K Buy