Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Sell
2025
Q2
$667K Buy
2025
Q1
$509K Buy
2024
Q4
$488K Hold
2024
Q3
$439K Hold
2024
Q2
$392K Hold
2024
Q1
$412K Hold
2023
Q4
$417K Buy