Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$748K Hold
2025
Q1
$789K Hold
2024
Q4
$734K Hold
2024
Q3
$793K Hold
2024
Q2
$634K Sell
2024
Q1
$719K Hold
2023
Q4
$690K Hold
2023
Q3
$642K Hold
2023
Q2
$584K Sell
2023
Q1
$585K Sell
2022
Q4
$723K Sell
2022
Q3
$738K Hold
2022
Q2
$727K Hold
2022
Q1
$846K Buy
2021
Q4
Sell
2021
Q3
$725K Sell
2021
Q2
$1.28M Buy
2021
Q1
$1.11M Buy