Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Buy
2025
Q2
$265K Hold
2025
Q1
$258K Hold
2024
Q4
$215K Hold
2024
Q3
$196K Hold
2024
Q2
$173K Hold
2024
Q1
$174K Hold
2023
Q4
$193K Buy
2023
Q3
$164K Buy