Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Hold
2025
Q2
$271K Hold
2025
Q1
$282K Hold
2024
Q4
$268K Hold
2024
Q3
$229K Hold
2024
Q2
$212K Buy
2022
Q1
Sell
2021
Q4
$204K Hold
2021
Q3
$240K Sell
2021
Q2
$244K Buy
2021
Q1
$206K Buy