Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$703K Sell
2025
Q2
$515K Buy
2025
Q1
$362K Buy
2024
Q4
$546K Buy
2024
Q3
$339K Buy
2024
Q2
$251K Sell
2024
Q1
$236K Sell
2023
Q4
$339K Hold
2023
Q3
$342K Sell
2023
Q2
$360K Sell
2023
Q1
$291K Buy
2022
Q4
Sell
2022
Q3
$338K Buy
2022
Q2
$281K Hold
2022
Q1
$449K Hold
2021
Q4
$441K Buy