Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.79M Buy
2025
Q2
$1.26M Hold
2025
Q1
$1.03M Hold
2024
Q4
$1.6M Hold
2024
Q3
$1.04M Hold
2024
Q2
$786K Hold
2024
Q1
$698K Buy
2023
Q4
Sell
2023
Q3
$950K Hold
2023
Q2
$993K Hold
2023
Q1
$787K Hold
2022
Q4
$467K Hold
2022
Q3
$1.01M Hold
2022
Q2
$852K Hold
2022
Q1
$1.36M Hold
2021
Q4
$1.34M Hold
2021
Q3
$980K Hold
2021
Q2
$859K Hold
2021
Q1
$844K Hold
2020
Q4
$892K Buy