Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Buy
2025
Q2
$432K Buy
2025
Q1
$350K Buy
2024
Q4
$218K Buy
2024
Q3
$158K Hold
2024
Q2
$124K Buy
2024
Q1
$106K Buy
2023
Q4
$98.7K Buy
2023
Q3
$80.4K Buy
2023
Q2
$92.6K Hold
2023
Q1
$92.6K Buy
2022
Q4
$60.7K Sell
2022
Q3
$55K Buy