Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Sell
2025
Q2
$734K Sell
2025
Q1
$974K Sell
2024
Q4
$1.03M Buy
2024
Q3
$1.29M Buy
2024
Q2
$1.24M Sell
2024
Q1
$1.99M Sell
2023
Q4
$1.31M Buy
2023
Q3
$1.22M Sell
2023
Q2
$1.58M Buy
2023
Q1
$1.25M Buy
2022
Q4
$1.07M Sell
2022
Q3
$676K Sell
2022
Q2
$496K Buy
2022
Q1
$709K Sell
2021
Q4
$1.2M Sell
2021
Q3
$1.44M Sell
2021
Q2
$1.28M Buy