Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$627K Hold
2025
Q2
$448K Hold
2025
Q1
$319K Buy
2024
Q4
Sell
2024
Q3
$254K Buy
2024
Q2
$341K Hold
2024
Q1
$268K Buy
2023
Q4
$259K Hold
2023
Q3
$326K Hold
2023
Q2
$367K Hold
2023
Q1
$267K Buy
2019
Q4
Sell
2019
Q3
$291K Buy