Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$718K Sell
2025
Q2
$593K Hold
2025
Q1
$669K Sell
2024
Q4
$630K Hold
2024
Q3
$700K Buy
2024
Q2
$570K Buy
2024
Q1
$559K Sell
2023
Q4
$608K Sell
2023
Q3
$600K Buy