Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Buy
2025
Q2
$651K Sell
2025
Q1
$722K Buy
2024
Q4
$544K Hold
2024
Q3
$527K Sell
2024
Q2
$520K Hold
2024
Q1
$448K Sell
2023
Q4
$413K Buy