Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$709K Sell
2025
Q2
$616K Sell
2025
Q1
$425K Sell
2024
Q4
$542K Sell
2024
Q3
$515K Sell
2024
Q2
$607K Sell
2024
Q1
$492K Buy
2023
Q4
$171K Sell
2023
Q3
$151K Sell
2023
Q2
$153K Buy
2023
Q1
$11.1K Hold
2022
Q4
$5.85K Buy
2022
Q3
$2.19K Buy
2022
Q2
$1.82K Buy