Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$810K Hold
2025
Q2
$657K Buy
2025
Q1
$472K Sell
2024
Q4
$573K Buy
2024
Q3
$486K Buy
2024
Q2
$452K Hold
2024
Q1
$354K Hold
2023
Q4
$270K Sell
2023
Q3
$261K Hold
2023
Q2
$303K Hold
2023
Q1
$279K Hold
2022
Q4
$224K Hold
2022
Q3
$206K Sell
2022
Q2
$360K Hold
2022
Q1
$459K Sell
2021
Q4
$778K Buy