Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Buy
2025
Q2
$281K Hold
2025
Q1
$317K Hold
2024
Q4
$277K Hold
2024
Q3
$294K Hold
2024
Q2
$339K Buy
2024
Q1
$350K Buy
2023
Q4
$325K Buy
2023
Q3
$352K Buy
2023
Q2
$318K Buy
2023
Q1
$335K Hold
2022
Q4
$309K Buy
2022
Q3
$250K Buy
2022
Q2
$246K Buy
2022
Q1
$255K Buy
2021
Q4
$226K Buy