Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$831K Hold
2025
Q2
$780K Hold
2025
Q1
$955K Hold
2024
Q4
$916K Hold
2024
Q3
$1M Hold
2024
Q2
$1.19M Hold
2024
Q1
$1.22M Hold
2023
Q4
$1.27M Buy
2023
Q3
$1.3M Hold
2023
Q2
$1M Buy
2023
Q1
$517K Buy
2022
Q4
$582K Hold
2022
Q3
$451K Hold
2022
Q2
$471K Buy
2022
Q1
$354K Hold
2021
Q4
$244K Hold
2021
Q3
$236K Hold
2021
Q2
$276K Buy