Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$859K Buy
2025
Q2
$633K Buy
2025
Q1
$665K Hold
2024
Q4
$750K Hold
2024
Q3
$698K Sell
2024
Q2
$642K Hold
2024
Q1
$523K Buy
2023
Q4
$577K Buy
2022
Q3
Sell
2022
Q2
$241K Buy
2022
Q1
$302K Sell
2021
Q4
$309K Hold
2021
Q3
$246K Hold
2021
Q2
$238K Hold
2021
Q1
$213K Sell
2020
Q4
$243K Buy