Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$712K Hold
2025
Q2
$463K Hold
2025
Q1
$497K Hold
2024
Q4
$455K Hold
2024
Q3
$494K Hold
2024
Q2
$467K Hold
2024
Q1
$569K Buy