Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Buy
2025
Q2
$142K Hold
2025
Q1
$62.4K Hold
2024
Q4
$75.4K Hold
2024
Q3
$76.1K Hold
2024
Q2
$69.8K Hold
2024
Q1
$73.1K Hold
2023
Q4
$89.5K Hold
2023
Q3
$75.9K Sell
2023
Q2
$80.7K Sell
2023
Q1
$200K Buy
2022
Q4
$320K Buy
2022
Q3
$510K Buy
2022
Q2
$701K Buy
2022
Q1
$1.1M Buy
2021
Q4
$627K Buy
2021
Q3
$1.23M Buy