Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$487K Buy
2025
Q2
$379K Sell
2025
Q1
$418K Buy
2024
Q4
$426K Sell
2024
Q3
$519K Buy
2024
Q2
$500K Sell
2024
Q1
$492K Buy
2023
Q4
$316K Sell
2023
Q3
$311K Sell
2023
Q2
$402K Buy
2023
Q1
$375K Buy