Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$547K Hold
2025
Q2
$596K Buy
2025
Q1
$450K Hold
2024
Q4
$495K Buy
2024
Q3
$369K Hold
2024
Q2
$441K Sell
2024
Q1
$493K Buy
2023
Q4
$397K Hold
2023
Q3
$401K Hold
2023
Q2
$374K Sell
2023
Q1
$367K Hold
2022
Q4
$252K Buy
2022
Q3
$307K Hold
2022
Q2
$260K Buy
2022
Q1
$232K Sell
2021
Q4
$242K Buy
2021
Q3
$239K Buy