Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.32M Sell
2025
Q2
$1.41M Sell
2025
Q1
$857K Buy
2024
Q4
$906K Buy
2024
Q3
$1.07M Sell
2024
Q2
$891K Sell
2024
Q1
$828K Buy
2023
Q4
$720K Sell
2023
Q3
$669K Buy
2023
Q2
$663K Sell
2023
Q1
$602K Buy