Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Hold
2025
Q1
$483K Buy
2024
Q4
$328K Hold
2024
Q3
$340K Hold
2024
Q2
$274K Hold
2024
Q1
$294K Hold
2023
Q4
$266K Hold
2023
Q3
$251K Hold
2023
Q2
$305K Hold
2023
Q1
$278K Buy