Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
2025
Q1
$298K Hold
2024
Q4
$301K Hold
2024
Q3
$273K Hold
2024
Q2
$245K Hold
2024
Q1
$241K Hold
2023
Q4
$211K Buy
2021
Q1
Sell
2020
Q4
$226K Buy