Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Sell
2025
Q2
$349K Buy
2025
Q1
$336K Buy
2024
Q4
$335K Hold
2024
Q3
$341K Hold
2024
Q2
$315K Hold
2024
Q1
$351K Hold
2023
Q4
$345K Hold
2023
Q3
$290K Hold
2023
Q2
$343K Hold
2023
Q1
$290K Hold
2022
Q4
$267K Buy