Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Buy
2025
Q2
$448K Buy
2025
Q1
$414K Sell
2024
Q4
$526K Buy
2024
Q3
$455K Buy
2024
Q2
$421K Buy
2024
Q1
$445K Buy
2023
Q4
$412K Buy
2023
Q3
$381K Hold
2023
Q2
$371K Hold
2023
Q1
$353K Hold
2022
Q4
$325K Buy