Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Buy
2025
Q2
$592K Sell
2025
Q1
$540K Buy
2024
Q4
$464K Buy
2024
Q3
$407K Sell
2024
Q2
$485K Sell
2024
Q1
$529K Buy
2023
Q4
$688K Sell
2023
Q3
$704K Buy
2023
Q2
$702K Buy
2023
Q1
$385K Sell
2022
Q4
$648K Sell
2022
Q3
$589K Buy
2022
Q2
$313K Sell
2022
Q1
$625K Sell
2021
Q4
$569K Buy
2020
Q2
Sell
2020
Q1
$98K Buy