Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Hold
2025
Q2
$282K Buy
2025
Q1
$328K Hold
2024
Q4
$500K Hold
2024
Q3
$468K Hold
2024
Q2
$472K Buy
2024
Q1
$452K Sell
2023
Q4
$540K Sell
2023
Q3
$378K Hold
2023
Q2
$556K Buy
2023
Q1
$576K Buy
2022
Q4
$484K Buy
2022
Q3
$393K Buy
2022
Q2
$117K Hold
2022
Q1
$173K Buy
2021
Q4
$36K Hold
2021
Q3
$43K Buy