Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Hold
2025
Q2
$240K Hold
2025
Q1
$254K Buy
2024
Q4
$207K Buy
2024
Q3
$203K Hold
2024
Q2
$192K Hold
2024
Q1
$230K Hold
2023
Q4
$185K Hold
2023
Q3
$144K Hold
2023
Q2
$171K Hold
2023
Q1
$215K Hold
2022
Q4
$194K Hold
2022
Q3
$193K Buy