Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Sell
2025
Q2
$1.18M Sell
2025
Q1
$1.28M Buy
2024
Q4
Sell
2024
Q3
$405K Buy
2024
Q1
Sell
2023
Q4
$411K Buy
2023
Q3
Sell
2023
Q2
$713K Buy
2022
Q3
Sell
2022
Q2
$645K Buy
2019
Q3
Sell
2019
Q2
$580K Sell
2019
Q1
$1.16M Buy