Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
2025
Q1
$897K Hold
2024
Q4
$861K Hold
2024
Q3
$774K Hold
2024
Q2
$691K Hold
2024
Q1
$726K Hold
2023
Q4
$734K Hold
2023
Q3
$782K Hold
2023
Q2
$752K Hold
2023
Q1
$760K Hold
2022
Q4
$693K Hold
2022
Q3
$582K Hold
2022
Q2
$620K Hold
2022
Q1
$811K Hold
2021
Q4
$921K Hold
2021
Q3
$791K Buy