Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$744K Sell
2025
Q2
$1.1M Buy
2024
Q4
Sell
2024
Q3
$109K Buy
2022
Q4
Sell
2022
Q3
$45K Buy
2022
Q2
$8K Buy
2022
Q1
$1K Sell
2021
Q4
$3K Buy