Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Hold
2025
Q2
$256K Hold
2025
Q1
$211K Hold
2024
Q4
$221K Hold
2024
Q3
$266K Hold
2024
Q2
$326K Hold
2024
Q1
$310K Hold
2023
Q4
$241K Buy
2023
Q3
Sell
2023
Q2
$231K Hold
2023
Q1
$217K Buy