Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Hold
2025
Q2
$328K Hold
2025
Q1
$320K Hold
2024
Q4
$267K Sell
2024
Q3
$246K Hold
2024
Q2
$217K Hold
2024
Q1
$219K Sell
2023
Q4
$284K Buy
2023
Q3
$210K Hold
2023
Q2
$230K Hold
2023
Q1
$231K Buy
2022
Q3
Sell
2022
Q2
$208K Hold
2022
Q1
$262K Hold
2021
Q4
$322K Hold
2021
Q3
$282K Hold
2021
Q2
$248K Sell
2021
Q1
$272K Hold
2020
Q4
$259K Buy