Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$332K Sell
2025
Q1
$745K Buy
2024
Q4
Sell
2024
Q3
$600K Buy
2024
Q2
Sell
2024
Q1
$922K Buy
2023
Q4
$106K Buy
2023
Q3
Sell
2023
Q2
$92.8K Sell
2023
Q1
$508K Sell
2022
Q4
$1.38M Buy