Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$632K Hold
2025
Q1
$494K Hold
2024
Q4
$409K Hold
2024
Q3
$509K Sell
2024
Q2
$676K Hold
2024
Q1
$716K Hold
2023
Q4
$573K Sell
2023
Q3
$2.57M Hold
2023
Q2
$2.41M Hold
2023
Q1
$1.77M Hold
2022
Q4
$1.38M Hold
2022
Q3
$1.48M Hold
2022
Q2
$1.14M Hold
2022
Q1
$1.99M Hold
2021
Q4
$2.34M Hold
2021
Q3
$2.5M Hold
2021
Q2
$2.8M Buy
2020
Q3
$2.03M Buy
2020
Q2
$1.72M Hold
2020
Q1
$1.54M Hold
2019
Q4
$1.65M Buy