Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Buy
2025
Q2
$362K Buy
2022
Q4
Sell
2022
Q3
$17K Hold
2022
Q2
$19K Hold
2022
Q1
$30K Hold
2021
Q4
$47K Hold
2021
Q3
$45K Hold
2021
Q2
$55K Buy
2020
Q4
Sell
2020
Q3
$47K Buy
2020
Q2
$13K Buy