Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$548K Buy
2025
Q2
$572K Sell
2025
Q1
$458K Buy
2024
Q4
$425K Sell
2024
Q3
$373K Sell
2024
Q2
$348K Sell
2024
Q1
$221K Sell
2023
Q4
$333K Sell
2023
Q3
$320K Sell
2023
Q2
$707K Sell
2023
Q1
$731K Sell
2022
Q4
$915K Hold
2022
Q3
$758K Hold
2022
Q2
$856K Buy