Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$560K Hold
2025
Q2
$550K Hold
2025
Q1
$531K Hold
2024
Q4
$467K Hold
2024
Q3
$494K Hold
2024
Q2
$369K Sell
2024
Q1
$378K Sell
2023
Q4
$431K Hold
2023
Q3
$367K Buy
2023
Q2
$39K Hold
2023
Q1
$40K Hold
2022
Q4
$47K Hold
2022
Q3
$43K Hold
2022
Q2
$50K Hold
2022
Q1
$58K Hold
2021
Q4
$69K Hold
2021
Q3
$68K Buy
2021
Q2
$61K Buy