Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$581K Sell
2025
Q2
$667K Hold
2025
Q1
$665K Hold
2024
Q4
$662K Hold
2024
Q3
$825K Hold
2024
Q2
$696K Hold
2024
Q1
$773K Hold
2023
Q4
$737K Hold
2023
Q3
$625K Sell
2023
Q2
$728K Buy
2023
Q1
$474K Hold
2022
Q4
$489K Sell
2022
Q3
$392K Buy
2022
Q2
Sell
2022
Q1
$402K Buy
2021
Q4
$316K Buy