Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Hold
2025
Q1
$225K Hold
2024
Q4
$223K Buy
2024
Q3
$235K Hold
2024
Q2
$204K Hold
2024
Q1
$217K Hold
2023
Q4
$169K Hold
2023
Q3
$148K Hold
2023
Q2
$163K Buy