Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$661K Hold
2025
Q2
$530K Buy
2025
Q1
$506K Buy
2024
Q4
$418K Hold
2024
Q3
$465K Hold
2024
Q2
$404K Buy
2024
Q1
$406K Hold
2023
Q4
$346K Sell
2023
Q3
$500K Hold
2023
Q2
$452K Buy
2023
Q1
$507K Buy
2022
Q4
$462K Sell
2022
Q3
$470K Sell
2022
Q2
$569K Hold
2022
Q1
$602K Sell
2021
Q4
$505K Buy