Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$835K Buy
2025
Q2
$217K Sell
2025
Q1
$386K Buy
2024
Q4
Sell
2024
Q3
$247K Buy
2024
Q2
$289K Sell
2024
Q1
$286K Sell
2023
Q4
$378K Buy
2023
Q3
$240K Sell
2023
Q2
$378K Sell
2023
Q1
$367K Buy
2022
Q4
$254K Sell
2022
Q3
$215K Buy
2022
Q2
Sell
2022
Q1
$253K Buy