Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Hold
2025
Q2
$271K Hold
2025
Q1
$256K Hold
2024
Q4
$313K Hold
2024
Q3
$273K Hold
2024
Q2
$206K Buy
2024
Q1
Sell
2023
Q4
$216K Buy
2023
Q1
Sell
2022
Q4
$206K Buy