Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Hold
2025
Q2
$290K Sell
2025
Q1
$382K Buy
2024
Q4
$331K Buy
2024
Q3
$336K Buy
2024
Q2
$357K Buy
2024
Q1
$341K Buy
2023
Q4
$322K Buy
2023
Q3
$347K Buy
2023
Q2
$324K Buy
2019
Q4
Sell
2019
Q3
$101K Sell
2019
Q2
$332K Hold
2019
Q1
$329K Hold
2018
Q4
$290K Hold
2018
Q3
$326K Sell
2018
Q2
$366K Buy
2018
Q1
$304K Buy