Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Hold
2025
Q2
$509K Hold
2025
Q1
$354K Hold
2024
Q4
$339K Hold
2024
Q3
$270K Hold
2024
Q2
$256K Hold
2024
Q1
$231K Buy