Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$675K Buy
2025
Q1
$420K Buy
2024
Q4
$441K Hold
2024
Q3
$368K Hold
2024
Q2
$334K Hold
2024
Q1
$411K Buy
2023
Q4
$381K Buy
2023
Q3
$344K Buy
2023
Q2
$285K Hold
2023
Q1
$232K Buy
2022
Q4
$177K Buy
2022
Q3
$148K Hold
2022
Q2
$132K Hold
2022
Q1
$159K Buy
2021
Q4
$168K Buy