Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Hold
2025
Q2
$272K Hold
2025
Q1
$202K Hold
2024
Q4
$256K Hold
2024
Q3
$263K Sell
2024
Q2
$322K Hold
2024
Q1
$266K Buy
2023
Q4
Sell
2023
Q3
$219K Buy