Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Buy
2025
Q2
$1.05M Buy
2025
Q1
$571K Buy
2024
Q4
$571K Buy
2024
Q3
$468K Buy
2024
Q2
$553K Sell
2024
Q1
$666K Buy
2023
Q4
$563K Hold
2023
Q3
$563K Hold
2023
Q2
$620K Sell
2023
Q1
$625K Buy
2022
Q4
$333K Buy
2022
Q3
Sell
2022
Q2
$209K Buy
2022
Q1
$224K Sell
2021
Q4
$242K Buy
2021
Q3
$263K Hold
2021
Q2
$287K Sell
2021
Q1
$369K Sell
2020
Q4
$323K Buy