Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Sell
2025
Q2
$509K Sell
2025
Q1
$427K Buy
2024
Q4
$119K Buy
2023
Q4
Sell
2023
Q3
$54K Sell
2023
Q2
$107K Buy