Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2025
Q1
$1.13M Buy
2024
Q4
$937K Hold
2024
Q3
$979K Buy
2024
Q2
$806K Buy
2024
Q1
$801K Buy
2023
Q4
$682K Hold
2023
Q3
$581K Hold
2023
Q2
$581K Hold
2023
Q1
$586K Sell
2022
Q4
$710K Buy
2022
Q3
$568K Buy
2022
Q2
$611K Buy
2022
Q1
$489K Buy
2021
Q4
$410K Buy
2021
Q3
$325K Buy
2021
Q2
$229K Buy