Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$638K Hold
2025
Q1
$538K Hold
2024
Q4
$476K Hold
2024
Q3
$479K Hold
2024
Q2
$374K Hold
2024
Q1
$413K Hold
2023
Q4
$354K Buy
2023
Q1
Sell
2022
Q4
$233K Buy