Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$872K Buy
2025
Q2
$790K Buy
2025
Q1
$543K Buy
2024
Q4
$330K Sell
2024
Q3
$441K Buy
2024
Q2
$400K Sell
2024
Q1
$435K Buy
2023
Q4
$288K Buy
2023
Q3
$208K Buy