Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$905K Hold
2025
Q1
$894K Hold
2024
Q4
$806K Hold
2024
Q3
$701K Hold
2024
Q2
$669K Hold
2024
Q1
$712K Hold
2023
Q4
$664K Sell
2023
Q3
$592K Hold
2023
Q2
$612K Hold
2023
Q1
$581K Hold
2022
Q4
$535K Hold
2022
Q3
$457K Hold
2022
Q2
$507K Sell
2022
Q1
$627K Buy
2021
Q4
$398K Buy
2016
Q1
Sell
2015
Q4
$7K Buy