Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Buy
2025
Q2
$509K Buy
2025
Q1
$646K Buy
2024
Q4
$628K Buy
2024
Q3
$803K Sell
2024
Q2
$807K Buy
2024
Q1
$803K Buy
2023
Q4
$663K Buy
2023
Q3
$574K Buy
2023
Q2
$548K Buy
2023
Q1
$499K Buy
2022
Q4
$454K Buy
2022
Q3
$362K Buy
2022
Q2
$402K Sell
2022
Q1
$552K Sell
2021
Q4
$508K Buy