Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Hold
2025
Q2
$626K Buy
2025
Q1
$569K Buy
2024
Q4
Sell
2024
Q3
$547K Buy
2024
Q2
$445K Buy
2024
Q1
Sell
2023
Q4
$375K Hold
2023
Q3
$380K Buy
2023
Q2
$384K Buy
2023
Q1
$381K Sell
2022
Q4
$359K Buy
2022
Q2
Sell
2022
Q1
$315K Buy
2021
Q4
$233K Sell
2021
Q3
$514K Buy
2021
Q2
$232K Buy
2021
Q1
$202K Buy