Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$569K Buy
2025
Q2
$573K Buy
2025
Q1
$502K Buy
2024
Q4
$360K Buy
2024
Q3
$303K Sell
2024
Q2
$316K Buy
2024
Q1
$229K Sell
2023
Q4
$227K Buy
2023
Q3
$178K Sell
2023
Q2
$271K Buy
2023
Q1
$314K Buy
2022
Q4
$292K Buy
2022
Q3
$198K Buy
2022
Q2
$245K Sell
2022
Q1
$237K Sell
2021
Q4
$266K Buy