Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Hold
2025
Q1
$554K Hold
2024
Q4
$625K Hold
2024
Q3
$5.81M Hold
2024
Q2
$525K Hold
2024
Q1
$428K Hold
2023
Q4
$480K Hold
2023
Q3
$427K Hold
2023
Q2
$484K Hold
2023
Q1
$411K Hold
2022
Q4
$324K Hold
2022
Q3
$344K Hold
2022
Q2
$341K Buy
2022
Q1
$367K Hold
2021
Q4
$373K Buy