Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$979K Buy
2025
Q2
$931K Hold
2025
Q1
$715K Sell
2024
Q4
$883K Sell
2024
Q3
$930K Hold
2024
Q2
$880K Sell
2024
Q1
$881K Buy
2023
Q4
$676K Buy
2023
Q3
$546K Hold
2023
Q2
$515K Buy
2023
Q1
Sell
2022
Q4
$264K Sell
2022
Q3
$274K Hold
2022
Q2
$259K Hold
2022
Q1
$312K Buy
2017
Q3
Sell
2017
Q2
$263K Buy