Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Hold
2025
Q2
$223K Sell
2025
Q1
$604K Hold
2024
Q4
$701K Buy
2024
Q3
$712K Hold
2024
Q2
$764K Hold
2024
Q1
$694K Hold
2023
Q4
$821K Hold
2023
Q3
$702K Buy
2023
Q1
$530K Hold
2022
Q4
$463K Hold
2022
Q3
$379K Hold
2022
Q2
$504K Sell
2022
Q1
$653K Buy