Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Hold
2025
Q2
$453K Hold
2025
Q1
$332K Hold
2024
Q4
$348K Hold
2024
Q3
$347K Hold
2024
Q2
$348K Hold
2024
Q1
$272K Hold
2023
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$202K Buy