Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$765K Hold
2025
Q2
$757K Hold
2025
Q1
$844K Buy
2024
Q4
$472K Buy
2024
Q3
$468K Buy
2024
Q2
$437K Hold
2024
Q1
$398K Hold
2023
Q4
$403K Hold
2023
Q3
$376K Hold
2023
Q2
$311K Hold
2023
Q1
$338K Hold
2022
Q4
$368K Hold
2022
Q3
$316K Buy