Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$484K Sell
2025
Q1
$585K Buy
2024
Q4
$442K Buy
2024
Q3
$468K Sell
2024
Q2
$577K Buy
2024
Q1
$675K Buy
2023
Q4
$483K Sell
2023
Q3
$502K Buy
2023
Q2
$283K Sell
2023
Q1
$271K Buy
2022
Q4
$160K Buy
2022
Q3
$83K Buy
2022
Q2
$84K Buy
2022
Q1
$29K Sell
2021
Q4
$102K Buy