Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$569K Sell
2025
Q2
$575K Buy
2025
Q1
$589K Buy
2024
Q4
$466K Buy
2024
Q3
$423K Buy
2024
Q2
$446K Sell
2024
Q1
$427K Buy
2023
Q4
$398K Buy
2023
Q3
$376K Sell
2023
Q2
$362K Buy
2022
Q4
$356K Buy
2022
Q3
$300K Buy
2022
Q2
$269K Buy
2022
Q1
$275K Buy