Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Hold
2025
Q1
$718K Hold
2024
Q4
$855K Hold
2024
Q3
$875K Hold
2024
Q2
$725K Sell
2024
Q1
$645K Buy
2023
Q4
$541K Buy
2023
Q3
$459K Hold
2023
Q2
$516K Hold
2023
Q1
$403K Hold
2022
Q4
$354K Hold
2022
Q3
$265K Hold
2022
Q2
$303K Hold
2022
Q1
$358K Hold
2021
Q4
$378K Hold
2021
Q3
$378K Hold
2021
Q2
$337K Sell
2021
Q1
$304K Hold
2020
Q4
$280K Hold
2020
Q3
$259K Buy
2020
Q2
$239K Hold
2020
Q1
$209K Buy