Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$487K Hold
2025
Q2
$487K Hold
2025
Q1
$545K Hold
2024
Q4
$491K Hold
2024
Q3
$473K Hold
2024
Q2
$401K Sell
2024
Q1
$474K Buy