Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
2024
Q4
$271K Buy
2024
Q3
$228K Buy
2023
Q3
Sell
2023
Q2
$278K Buy
2023
Q1
$262K Hold
2022
Q4
$275K Buy
2022
Q3
$237K Hold
2022
Q2
$250K Hold
2022
Q1
$260K Hold
2021
Q4
$260K Sell
2021
Q3
$269K Hold
2021
Q2
$271K Buy