Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$502K Hold
2025
Q2
$524K Hold
2025
Q1
$442K Hold
2024
Q4
$391K Sell
2024
Q3
$403K Hold
2024
Q2
$315K Hold
2024
Q1
$348K Hold
2023
Q4
$298K Sell
2023
Q3
$263K Sell
2023
Q2
$257K Buy
2023
Q1
$232K Sell
2022
Q4
$259K Sell
2022
Q3
$231K Sell
2022
Q2
$277K Hold
2022
Q1
$255K Sell
2021
Q4
$272K Buy