Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$479K Buy
2025
Q2
Sell
2025
Q1
$500K Sell
2024
Q4
$476K Buy
2024
Q3
Sell
2024
Q2
$436K Buy
2024
Q1
$412K Buy
2023
Q3
$383K Sell
2023
Q2
$360K Sell
2023
Q1
$334K Buy
2022
Q4
Sell
2022
Q3
$304K Sell
2022
Q2
$300K Buy
2021
Q4
$410K Buy