Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$877K Sell
2025
Q1
$1.14M Hold
2024
Q4
$1.21M Hold
2024
Q3
$1.14M Hold
2024
Q2
$1.15M Hold
2024
Q1
$1.25M Hold
2023
Q4
$1.3M Sell
2023
Q3
$1.19M Sell
2023
Q2
$1.37M Buy
2023
Q1
$1.15M Sell
2022
Q4
$1.11M Hold
2022
Q3
$1.02M Hold
2022
Q2
$1.1M Hold
2022
Q1
$1.46M Hold
2021
Q4
$1.84M Hold
2021
Q3
$1.56M Hold
2021
Q2
$1.59M Hold
2021
Q1
$1.56M Hold
2020
Q4
$1.67M Buy
2016
Q4
Sell
2016
Q3
$12.8M Buy