Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Hold
2025
Q2
$708K Hold
2025
Q1
$596K Hold
2024
Q4
$509K Sell
2024
Q3
$562K Hold
2024
Q2
$482K Hold
2024
Q1
$408K Hold
2023
Q4
$338K Hold
2023
Q3
$350K Hold
2023
Q2
$367K Hold
2023
Q1
$396K Hold
2022
Q4
$388K Buy
2016
Q2
Sell
2016
Q1
$638K Sell
2015
Q4
$2.69M Buy
2015
Q3
$1.24M Buy