Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$677K Sell
2025
Q2
$727K Buy
2025
Q1
$533K Buy
2024
Q4
$436K Sell
2024
Q3
$568K Buy
2024
Q2
$284K Sell
2024
Q1
$315K Buy
2023
Q4
$241K Buy
2023
Q3
$205K Buy
2023
Q1
Sell
2022
Q4
$225K Buy