Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Hold
2025
Q2
$304K Hold
2025
Q1
$302K Hold
2024
Q4
$307K Hold
2024
Q3
$314K Hold
2024
Q2
$287K Hold
2024
Q1
$326K Hold
2023
Q4
$294K Hold
2023
Q3
$266K Hold
2023
Q2
$298K Hold
2023
Q1
$310K Hold
2022
Q4
$307K Hold
2022
Q3
$284K Hold
2022
Q2
$341K Sell
2022
Q1
$339K Hold
2021
Q4
$326K Buy