Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Hold
2025
Q1
$372K Buy
2024
Q4
$202K Buy
2024
Q3
$165K Hold
2024
Q2
$140K Hold
2024
Q1
$137K Hold
2023
Q4
$121K Hold
2023
Q3
$96.2K Hold
2023
Q2
$99.4K Hold
2023
Q1
$92.5K Hold
2022
Q4
$90K Hold
2022
Q3
$78K Buy