Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.97M Hold
2025
Q1
$2.28M Hold
2024
Q4
$1.3M Hold
2024
Q3
$1.34M Hold
2024
Q2
$806K Hold
2024
Q1
$845K Hold
2023
Q4
$1.6M Hold
2023
Q3
$2.02M Hold
2023
Q2
$1.48M Hold
2023
Q1
$1.22M Hold
2022
Q4
$1.09M Hold
2022
Q3
$1.31M Hold
2022
Q2
$3.49M Buy