Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Buy
2022
Q1
Sell
2021
Q4
$362K Hold
2021
Q3
$378K Hold
2021
Q2
$343K Hold
2021
Q1
$281K Hold
2020
Q4
$263K Buy