Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Hold
2025
Q2
$455K Hold
2025
Q1
$348K Hold
2024
Q4
$302K Hold
2024
Q3
$316K Sell
2024
Q2
$327K Hold
2024
Q1
$354K Sell
2023
Q4
$323K Buy