Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Buy
2025
Q2
$1.19M Hold
2025
Q1
$1.03M Hold
2024
Q4
$1.19M Hold
2024
Q3
$1.01M Sell
2024
Q2
$1.05M Sell
2024
Q1
$993K Sell
2023
Q4
$852K Buy
2023
Q3
$703K Hold
2023
Q2
$721K Sell
2023
Q1
$692K Sell
2022
Q4
$575K Sell
2022
Q3
$807K Hold
2022
Q2
$758K Hold
2022
Q1
$1.16M Buy
2021
Q4
$1.14M Buy