Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$209K Hold
2024
Q4
$241K Hold
2024
Q3
$205K Hold
2024
Q2
$213K Buy
2024
Q1
Sell
2023
Q4
$638K Hold
2023
Q3
$534K Buy
2023
Q1
$434K Buy
2018
Q4
Sell
2018
Q3
$286K Buy