Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Hold
2025
Q1
$545K Sell
2024
Q4
$566K Hold
2024
Q3
$610K Sell
2024
Q2
$618K Hold
2024
Q1
$515K Hold
2023
Q4
$492K Sell
2023
Q3
$404K Hold
2023
Q2
$446K Sell
2023
Q1
$504K Sell
2022
Q4
$502K Buy
2022
Q3
$356K Buy
2022
Q2
$364K Buy
2022
Q1
$439K Buy
2021
Q4
$510K Buy
2021
Q3
$427K Hold
2021
Q2
$435K Hold
2021
Q1
$390K Buy
2020
Q4
$357K Hold
2020
Q3
$325K Sell
2020
Q2
$297K Buy