Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$485K Hold
2025
Q2
$519K Hold
2025
Q1
$496K Sell
2024
Q4
$514K Hold
2024
Q3
$497K Buy
2024
Q2
$439K Hold
2024
Q1
$379K Buy
2023
Q4
$340K Hold
2023
Q3
$291K Hold
2023
Q2
$277K Buy
2023
Q1
$255K Sell
2022
Q4
$279K Hold
2022
Q3
$289K Sell
2022
Q2
$299K Sell
2022
Q1
$361K Sell
2021
Q4
$361K Buy