Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$538K Sell
2025
Q2
$1.86M Buy
2025
Q1
$261K Buy
2024
Q4
$218K Buy
2024
Q3
$290K Hold
2024
Q2
$284K Sell
2024
Q1
$976K Sell
2023
Q4
$1M Buy
2023
Q3
$816K Buy