Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Hold
2025
Q2
$549K Sell
2025
Q1
$501K Buy
2024
Q4
$436K Sell
2024
Q3
$472K Buy
2024
Q2
$376K Buy
2024
Q1
$361K Hold
2023
Q4
$311K Hold
2023
Q3
$266K Buy
2023
Q2
$256K Sell
2023
Q1
$258K Hold
2022
Q4
$266K Sell
2022
Q3
$233K Hold
2022
Q2
$274K Buy
2022
Q1
$282K Hold
2021
Q4
$245K Buy