Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Hold
2025
Q2
$464K Hold
2025
Q1
$381K Hold
2024
Q4
$439K Sell
2024
Q3
$454K Hold
2024
Q2
$387K Hold
2024
Q1
$431K Sell
2023
Q4
$421K Hold
2023
Q3
$378K Hold
2023
Q2
$386K Buy
2023
Q1
$383K Buy
2022
Q4
$384K Buy
2022
Q3
$308K Sell
2022
Q2
$395K Buy