Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$498K Hold
2025
Q1
$372K Hold
2024
Q4
$547K Hold
2024
Q3
$488K Hold
2024
Q2
$563K Hold
2024
Q1
$558K Hold
2023
Q4
$540K Hold
2023
Q3
$339K Hold
2023
Q2
$537K Hold
2023
Q1
$412K Hold
2022
Q4
$485K Hold
2022
Q3
$415K Buy