Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Sell
2025
Q2
$675K Buy
2025
Q1
$140K Hold
2024
Q4
$126K Hold
2024
Q3
$110K Hold
2024
Q2
$105K Hold
2024
Q1
$112K Hold
2023
Q4
$104K Hold
2023
Q3
$92K Hold
2023
Q2
$95K Hold
2023
Q1
$90K Hold
2022
Q4
$83K Buy
2020
Q3
$80K Hold
2020
Q2
$77K Hold
2020
Q1
$64K Hold
2019
Q4
$75K Buy