Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Sell
2025
Q2
$648K Sell
2025
Q1
$1M Buy
2024
Q4
$536K Buy
2024
Q3
$324K Buy
2024
Q2
$269K Sell
2024
Q1
$629K Sell
2023
Q4
$618K Buy