Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$479K Sell
2025
Q2
$852K Hold
2025
Q1
$826K Hold
2024
Q4
$945K Hold
2024
Q3
$932K Hold
2024
Q2
$941K Hold
2024
Q1
$1.1M Hold
2023
Q4
$1.11M Hold
2023
Q3
$982K Hold
2023
Q2
$1.15M Hold
2023
Q1
$1.03M Hold
2022
Q4
$887K Buy