Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Hold
2025
Q2
$268K Hold
2025
Q1
$278K Sell
2024
Q4
$287K Sell
2024
Q3
$314K Hold
2024
Q2
$301K Hold
2024
Q1
$293K Hold
2023
Q4
$259K Hold
2023
Q3
$251K Hold
2023
Q2
$240K Hold
2023
Q1
$243K Buy
2022
Q4
$203K Buy