Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$821K Hold
2025
Q2
$764K Hold
2025
Q1
$760K Hold
2024
Q4
$697K Hold
2024
Q3
$657K Hold
2024
Q2
$546K Hold
2024
Q1
$524K Hold
2023
Q4
$503K Hold
2023
Q3
$468K Hold
2023
Q2
$518K Hold
2023
Q1
$530K Hold
2022
Q4
$520K Hold
2022
Q3
$477K Hold
2022
Q2
$559K Hold
2022
Q1
$603K Buy
2021
Q4
$226K Buy