Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Sell
2025
Q2
$1.09M Buy
2025
Q1
$1.18M Buy
2024
Q4
$538K Hold
2024
Q3
$518K Hold
2024
Q2
$439K Hold
2024
Q1
$499K Hold
2023
Q4
$436K Hold
2023
Q3
$485K Buy
2023
Q2
$516K Buy
2023
Q1
$470K Sell
2022
Q4
$638K Hold
2022
Q3
$570K Hold
2022
Q2
$574K Hold
2022
Q1
$693K Hold
2021
Q4
$639K Hold
2021
Q3
$608K Hold
2021
Q2
$508K Sell
2021
Q1
$609K Buy
2020
Q4
$523K Buy