Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Sell
2025
Q2
$339K Sell
2025
Q1
$381K Buy
2024
Q4
$437K Sell
2024
Q3
$481K Sell
2024
Q2
$600K Sell
2024
Q1
$606K Buy
2023
Q4
$508K Buy
2022
Q4
$377K Buy
2022
Q3
$308K Buy
2022
Q2
$405K Buy
2022
Q1
$406K Buy
2021
Q4
$243K Buy