Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Hold
2025
Q2
$298K Hold
2025
Q1
$284K Buy
2024
Q4
$275K Hold
2024
Q3
$266K Hold
2024
Q2
$255K Buy
2024
Q1
$219K Buy
2022
Q2
Sell
2022
Q1
$224K Buy
2021
Q4
$221K Buy