Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$1.17M Sell
2025
Q1
$1.27M Sell
2024
Q4
$1.35M Sell
2024
Q3
$3.4M Buy
2024
Q2
$420K Sell
2024
Q1
$5.29M Buy
2023
Q4
$3.4M Sell
2023
Q3
$4.63M Buy
2023
Q2
Sell
2023
Q1
$397K Sell
2022
Q4
$362K Sell
2022
Q3
$239K Sell
2022
Q2
$213K Buy