Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.02M Hold
2025
Q4
$784K Hold
2025
Q3
$883K Hold
2025
Q2
$764K Hold
2025
Q1
$568K Hold
2024
Q4
$718K Hold
2024
Q3
$739K Hold
2024
Q2
$859K Hold
2024
Q1
$711K Hold
2023
Q4
$477K Hold
2023
Q3
$429K Hold
2023
Q2
$337K Sell
2023
Q1
$257K Hold
2022
Q4
$257K Hold
2022
Q3
$218K Hold
2022
Q2
$295K Hold
2022
Q1
$320K Hold
2021
Q4
$358K Sell
2021
Q3
$664K Hold
2021
Q2
$636K Hold
2021
Q1
$562K Hold
2020
Q4
$468K Buy