Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Hold
2025
Q2
$227K Buy
2025
Q1
$196K Buy
2023
Q3
Sell
2023
Q2
$201K Hold
2023
Q1
$251K Buy
2022
Q3
Sell
2022
Q2
$263K Hold
2022
Q1
$440K Buy
2021
Q4
$629K Buy
2021
Q3
$586K Buy