Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.27M Buy
2025
Q2
$1.31M Hold
2025
Q1
$1.11M Sell
2024
Q4
$985K Sell
2024
Q3
$997K Sell
2024
Q2
$780K Sell
2024
Q1
$864K Hold
2023
Q4
$740K Hold
2023
Q3
$634K Hold
2023
Q2
$605K Hold
2023
Q1
$593K Hold
2022
Q4
$637K Sell
2022
Q3
$549K Hold
2022
Q2
$653K Hold
2022
Q1
$601K Hold
2021
Q4
$618K Buy
2019
Q4
$647K Buy