Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$488K Sell
2025
Q2
$1.13M Sell
2025
Q1
$782K Buy
2024
Q4
$235K Sell
2024
Q3
$200K Buy
2024
Q2
$106K Buy
2024
Q1
$33K Buy
2023
Q4
$23.6K Sell
2023
Q3
$82.5K Buy
2023
Q2
$26.2K Sell
2023
Q1
$19.4K Buy