Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Hold
2025
Q2
$172K Sell
2025
Q1
$252K Buy
2024
Q4
$202K Hold
2024
Q3
$213K Hold
2024
Q2
$233K Hold
2024
Q1
$217K Hold
2023
Q4
$213K Hold
2023
Q3
$208K Hold
2023
Q2
$195K Hold
2023
Q1
$186K Hold
2022
Q4
$184K Hold
2022
Q3
$161K Hold
2022
Q2
$169K Buy