Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$677K Hold
2025
Q1
$757K Hold
2024
Q4
$682K Hold
2024
Q3
$657K Hold
2024
Q2
$557K Hold
2024
Q1
$633K Hold
2023
Q4
$552K Hold
2023
Q3
$615K Hold
2023
Q2
$655K Hold
2023
Q1
$598K Hold
2022
Q4
$570K Hold
2022
Q3
$508K Hold
2022
Q2
$512K Hold
2022
Q1
$618K Hold
2021
Q4
$570K Hold
2021
Q3
$542K Hold
2021
Q2
$453K Hold
2021
Q1
$437K Hold
2020
Q4
$441K Buy