Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$909K Hold
2025
Q1
$581K Hold
2024
Q4
$693K Hold
2024
Q3
$709K Hold
2024
Q2
$587K Hold
2024
Q1
$522K Hold
2023
Q4
$438K Hold
2023
Q3
$441K Hold
2023
Q2
$495K Hold
2023
Q1
$386K Hold
2022
Q4
$340K Hold
2022
Q3
$254K Hold
2022
Q2
$291K Hold
2022
Q1
$344K Hold
2021
Q4
$363K Hold
2021
Q3
$362K Hold
2021
Q2
$324K Hold
2021
Q1
$292K Hold
2020
Q4
$269K Buy