Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Buy
2025
Q2
$481K Buy
2025
Q1
$478K Buy
2024
Q4
$422K Buy
2024
Q3
$323K Buy
2024
Q2
$278K Buy
2024
Q1
$274K Sell
2023
Q4
$246K Buy
2023
Q3
$221K Buy
2021
Q3
Sell
2021
Q2
$613K Hold
2021
Q1
$601K Buy