Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Hold
2025
Q2
$414K Hold
2025
Q1
$530K Hold
2024
Q4
$493K Hold
2024
Q3
$431K Hold
2024
Q2
$358K Hold
2024
Q1
$384K Hold
2023
Q4
$319K Hold
2023
Q3
$271K Hold
2023
Q2
$303K Hold
2023
Q1
$271K Hold
2022
Q4
$243K Hold
2022
Q3
$225K Hold
2022
Q2
$214K Hold
2022
Q1
$243K Hold
2021
Q4
$249K Buy