Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$528K Sell
2025
Q2
$559K Sell
2025
Q1
$557K Sell
2024
Q4
$827K Buy
2024
Q3
$948K Sell
2024
Q2
$1.14M Sell
2024
Q1
$1.2M Buy
2023
Q4
$1.01M Buy
2023
Q3
$984K Buy