Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Hold
2025
Q1
$635K Hold
2024
Q4
$755K Hold
2024
Q3
$664K Hold
2024
Q2
$664K Hold
2024
Q1
$520K Hold
2023
Q4
$398K Hold
2023
Q3
$332K Hold
2023
Q2
$386K Sell
2023
Q1
$711K Buy
2022
Q4
$285K Hold
2022
Q3
$262K Hold
2022
Q2
$313K Hold
2022
Q1
$399K Hold
2021
Q4
$460K Buy