Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$388K Hold
2025
Q1
$386K Hold
2024
Q4
$347K Hold
2024
Q3
$395K Hold
2024
Q2
$363K Hold
2024
Q1
$384K Hold
2023
Q4
$340K Hold
2023
Q3
$308K Hold
2023
Q2
$316K Buy
2023
Q1
Sell
2022
Q4
$303K Hold
2022
Q3
$250K Hold
2022
Q2
$267K Hold
2022
Q1
$321K Hold
2021
Q4
$321K Hold
2021
Q3
$272K Hold
2021
Q2
$268K Hold
2021
Q1
$260K Hold
2020
Q4
$245K Hold
2020
Q3
$221K Buy