Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Buy
2025
Q2
$233K Sell
2025
Q1
$339K Sell
2024
Q4
$567K Sell
2024
Q3
$751K Buy
2024
Q2
$858K Buy
2024
Q1
$766K Buy
2023
Q4
$580K Buy