Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$489K Hold
2025
Q2
$374K Hold
2025
Q1
$359K Hold
2024
Q4
$377K Hold
2024
Q3
$378K Hold
2024
Q2
$306K Hold
2024
Q1
$353K Buy
2023
Q3
Sell
2023
Q2
$227K Hold
2023
Q1
$207K Buy
2022
Q1
Sell
2021
Q4
$216K Buy
2021
Q3
Sell
2021
Q2
$207K Buy