Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$891K Sell
2025
Q2
$798K Buy
2025
Q1
$595K Buy
2024
Q4
$549K Sell
2024
Q3
$805K Sell
2024
Q2
$872K Sell
2024
Q1
$1.31M Buy
2023
Q4
$561K Buy
2023
Q3
$378K Hold
2023
Q2
$399K Buy
2023
Q1
$326K Buy