Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$943K Buy
2025
Q1
$702K Buy
2024
Q4
$632K Buy
2024
Q3
$773K Buy
2024
Q2
$757K Buy
2024
Q1
$583K Buy
2023
Q4
$456K Buy
2023
Q3
$355K Hold
2023
Q2
$376K Hold
2023
Q1
$309K Hold
2022
Q4
$292K Hold
2022
Q3
$234K Hold
2022
Q2
$247K Sell
2022
Q1
$292K Hold
2021
Q4
$344K Hold
2021
Q3
$267K Hold
2021
Q2
$259K Hold
2021
Q1
$264K Hold
2020
Q4
$207K Buy