Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.02M Buy
2025
Q1
Sell
2024
Q4
$699K Buy
2024
Q3
$634K Hold
2024
Q2
$534K Hold
2024
Q1
$535K Hold
2023
Q4
$547K Buy
2023
Q3
$531K Hold
2023
Q2
$534K Hold
2023
Q1
$539K Sell
2022
Q4
$702K Buy
2022
Q3
$419K Buy