Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Sell
2025
Q2
$440K Buy
2025
Q1
$419K Buy
2024
Q4
$458K Buy
2024
Q3
$481K Hold
2024
Q2
$418K Hold
2024
Q1
$463K Hold
2023
Q4
$449K Buy
2023
Q3
$374K Hold
2023
Q2
$400K Buy
2023
Q1
$343K Hold
2022
Q4
$307K Sell
2022
Q3
$381K Buy