Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$839K Buy
2025
Q2
$797K Buy
2025
Q1
$609K Sell
2024
Q4
$561K Sell
2024
Q3
$849K Buy
2024
Q2
$582K Buy
2024
Q1
$570K Sell
2023
Q4
$470K Sell
2023
Q3
$371K Buy
2023
Q2
$331K Buy
2023
Q1
$235K Buy
2022
Q2
Sell
2022
Q1
$255K Buy
2021
Q4
$293K Sell
2021
Q3
$319K Sell
2021
Q2
$357K Buy
2021
Q1
Sell
2020
Q4
$207K Buy