Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Sell
2025
Q2
$551K Sell
2025
Q1
$646K Sell
2024
Q4
$566K Hold
2024
Q3
$700K Sell
2024
Q2
$707K Sell
2024
Q1
$655K Hold
2023
Q4
$663K Hold
2023
Q3
$619K Hold
2023
Q2
$511K Sell
2023
Q1
$575K Hold
2022
Q4
$625K Hold
2022
Q3
$536K Buy
2022
Q2
$564K Buy
2022
Q1
$518K Sell
2021
Q4
$710K Sell
2021
Q3
$682K Sell
2021
Q2
$806K Sell
2021
Q1
$840K Buy
2020
Q4
$767K Buy
2020
Q3
$795K Buy