Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$750K Buy
2025
Q2
$634K Buy
2025
Q1
$625K Sell
2024
Q4
$674K Sell
2024
Q3
$650K Sell
2024
Q2
$684K Buy
2024
Q1
$818K Sell
2023
Q4
$1.27M Buy
2023
Q3
$503K Buy