Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Sell
2025
Q1
$986K Hold
2024
Q4
$836K Hold
2024
Q3
$929K Hold
2024
Q2
$807K Hold
2024
Q1
$857K Sell
2023
Q4
$760K Sell
2023
Q3
$791K Hold
2023
Q2
$715K Sell
2023
Q1
$924K Hold
2022
Q4
$937K Hold
2022
Q3
$778K Hold
2022
Q2
$890K Hold
2022
Q1
$940K Sell
2021
Q4
$795K Buy
2021
Q1
$940K Buy