Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Buy
2024
Q4
$535K Hold
2024
Q3
$513K Hold
2024
Q2
$556K Hold
2024
Q1
$410K Hold
2023
Q4
$514K Hold
2023
Q3
$468K Hold
2023
Q2
$402K Hold
2023
Q1
$319K Sell
2022
Q4
$260K Hold
2022
Q3
$236K Buy
2022
Q2
$221K Hold
2022
Q1
$286K Hold
2021
Q4
$395K Hold
2021
Q3
$279K Hold
2021
Q2
$270K Hold
2021
Q1
$270K Hold
2020
Q4
$212K Buy