Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$948K Sell
2025
Q2
$925K Buy
2025
Q1
$413K Buy
2024
Q4
$561K Hold
2024
Q3
$364K Hold
2024
Q2
$275K Hold
2024
Q1
$244K Hold
2023
Q4
$345K Buy
2023
Q3
$323K Hold
2023
Q2
$338K Hold
2023
Q1
$268K Buy
2022
Q4
Sell
2022
Q3
$342K Hold
2022
Q2
$290K Buy
2022
Q1
$458K Buy
2021
Q4
$446K Sell
2021
Q3
$333K Hold
2021
Q2
$292K Hold
2021
Q1
$287K Buy
2020
Q4
$302K Buy