Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$687K Sell
2025
Q2
$733K Buy
2025
Q1
$620K Buy
2024
Q4
$518K Sell
2024
Q3
$509K Buy
2024
Q2
$450K Buy
2024
Q1
$441K Buy
2023
Q4
$346K Buy
2023
Q3
$341K Buy
2023
Q2
$303K Hold
2023
Q1
$303K Buy