Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$806K Hold
2025
Q2
$669K Hold
2025
Q1
$508K Hold
2024
Q4
$471K Hold
2024
Q3
$578K Hold
2024
Q2
$616K Hold
2024
Q1
$522K Hold
2023
Q4
$434K Hold
2023
Q3
$343K Hold
2023
Q2
$362K Hold
2023
Q1
$298K Buy
2022
Q4
$267K Sell
2022
Q3
$215K Buy
2022
Q2
Sell
2022
Q1
$220K Hold
2021
Q4
$258K Hold
2021
Q3
$201K Buy