Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$711K Sell
2025
Q2
$669K Hold
2025
Q1
$729K Buy
2024
Q4
$777K Hold
2024
Q3
$984K Hold
2024
Q2
$1.18M Hold
2024
Q1
$1.09M Hold
2023
Q4
$1.31M Hold
2023
Q3
$1.31M Hold
2023
Q2
$1.45M Hold
2023
Q1
$1.41M Hold
2022
Q4
$1.41M Hold
2022
Q3
$1.35M Hold
2022
Q2
$1.04M Hold
2022
Q1
$1.07M Hold
2021
Q4
$1.22M Hold
2021
Q3
$1.44M Sell
2021
Q2
$2.23M Buy
2021
Q1
$1.65M Hold
2020
Q4
$1.45M Hold
2020
Q3
$1.67M Hold
2020
Q2
$1.58M Buy
2020
Q1
$1.81M Buy