Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$129K Sell
2024
Q3
$137K Sell
2024
Q2
$875K Sell
2024
Q1
$1.83M Buy
2023
Q4
$1.58M Buy
2023
Q3
$944K Buy