Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Hold
2025
Q2
$324K Hold
2025
Q1
$361K Hold
2024
Q4
$302K Hold
2024
Q3
$374K Hold
2024
Q2
$362K Hold
2024
Q1
$330K Hold
2023
Q4
$334K Hold
2023
Q3
$312K Hold
2023
Q2
$258K Hold
2023
Q1
$280K Hold
2022
Q4
$305K Hold
2022
Q3
$261K Hold
2022
Q2
$282K Hold
2022
Q1
$281K Hold
2021
Q4
$261K Buy