Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$325K Buy
2025
Q1
$289K Hold
2024
Q4
$344K Hold
2024
Q3
$402K Hold
2024
Q2
$343K Hold
2024
Q1
$428K Hold
2023
Q4
$494K Hold
2023
Q3
$435K Hold
2023
Q2
$502K Hold
2023
Q1
$558K Hold
2022
Q4
$533K Buy