Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Hold
2025
Q1
$384K Buy
2024
Q4
$380K Buy
2024
Q3
$378K Buy
2024
Q2
$230K Buy
2024
Q1
$273K Hold
2023
Q4
$269K Buy