Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
$750K Sell
2025
Q1
$614K Sell
2024
Q4
$1.24M Buy
2024
Q3
$1.22M Sell
2024
Q2
$1.18M Sell
2024
Q1
$1.25M Buy
2023
Q4
$957K Buy