Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$457K Buy
2025
Q1
$421K Buy
2024
Q4
$374K Buy
2024
Q3
$381K Sell
2024
Q2
$386K Sell
2024
Q1
$366K Buy
2023
Q4
$326K Buy
2023
Q3
$269K Buy
2023
Q2
$246K Sell
2023
Q1
$254K Buy
2022
Q4
$208K Buy