Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Buy
2023
Q4
Sell
2023
Q3
$200K Buy
2023
Q2
$208K Buy
2023
Q1
$215K Buy
2022
Q4
$217K Buy
2022
Q3
$208K Buy