Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Hold
2025
Q2
$305K Hold
2025
Q1
$304K Hold
2024
Q4
$255K Hold
2024
Q3
$320K Hold
2024
Q2
$305K Sell
2024
Q1
$337K Buy
2023
Q4
$276K Buy
2023
Q3
$245K Hold
2023
Q2
$240K Hold
2023
Q1
$218K Sell
2022
Q4
$286K Hold
2022
Q3
$240K Sell
2022
Q2
$247K Hold
2022
Q1
$225K Buy
2021
Q4
$146K Buy