Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Hold
2025
Q2
$270K Hold
2025
Q1
$331K Hold
2024
Q4
$365K Hold
2024
Q3
$366K Hold
2024
Q2
$307K Hold
2024
Q1
$344K Hold
2023
Q4
$320K Sell
2023
Q3
$321K Hold
2023
Q2
$371K Hold
2023
Q1
$405K Hold
2022
Q4
$343K Sell
2022
Q3
$340K Hold
2022
Q2
$373K Hold
2022
Q1
$368K Hold
2021
Q4
$461K Hold
2021
Q3
$438K Buy
2015
Q3
Sell
2015
Q2
$62K Hold
2015
Q1
$66K Hold
2014
Q4
$62K Buy