Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.38M Buy
2025
Q1
$637K Buy
2024
Q3
Sell
2024
Q2
$545K Buy
2024
Q1
$460K Buy
2023
Q4
Sell
2023
Q3
$672K Buy
2023
Q2
$329K Buy
2023
Q1
Sell
2022
Q4
$479K Buy
2022
Q3
$307K Buy