Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$583K Sell
2025
Q2
$590K Buy
2025
Q1
$495K Sell
2024
Q4
$594K Sell
2024
Q3
$636K Buy
2024
Q2
Sell
2024
Q1
$760K Sell
2023
Q4
$765K Buy
2023
Q3
$524K Sell
2023
Q2
$663K Buy
2023
Q1
$507K Sell
2022
Q4
$553K Buy
2022
Q3
$325K Sell
2022
Q2
$462K Buy
2022
Q1
$364K Buy