Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$488K Sell
2025
Q2
$572K Buy
2025
Q1
$514K Sell
2024
Q4
$416K Buy
2024
Q3
$352K Sell
2024
Q2
$308K Buy
2024
Q1
$265K Sell
2023
Q4
$280K Sell
2023
Q3
$249K Sell
2023
Q2
$291K Sell
2023
Q1
$382K Sell
2022
Q4
$401K Sell
2022
Q3
$415K Buy
2022
Q2
$451K Sell
2022
Q1
$519K Buy
2021
Q4
$488K Sell
2021
Q3
$589K Sell
2021
Q2
$632K Buy
2021
Q1
$642K Buy
2020
Q4
$596K Buy