Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Hold
2025
Q2
$218K Hold
2025
Q1
$205K Hold
2024
Q4
$198K Hold
2024
Q3
$199K Hold
2024
Q2
$187K Hold
2024
Q1
$197K Hold
2023
Q4
$165K Buy