Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Sell
2025
Q2
$536K Sell
2025
Q1
$695K Buy
2024
Q4
$568K Buy
2024
Q3
$410K Sell
2024
Q2
$426K Buy
2024
Q1
$384K Buy
2023
Q4
$321K Buy
2023
Q3
$213K Sell
2023
Q2
$247K Sell
2023
Q1
$249K Sell
2022
Q4
$220K Buy