Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$702K Buy
2025
Q1
$525K Buy
2024
Q4
$597K Buy
2024
Q3
$688K Buy
2024
Q2
$737K Buy
2024
Q1
$651K Buy
2023
Q4
$594K Buy
2023
Q3
$459K Buy
2023
Q2
$384K Sell
2023
Q1
$306K Buy
2022
Q4
$257K Buy