Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2025
Q1
$374K Hold
2024
Q4
$313K Hold
2024
Q3
$387K Hold
2024
Q2
$375K Hold
2024
Q1
$341K Hold
2023
Q4
$346K Hold
2023
Q3
$323K Hold
2023
Q2
$266K Hold
2023
Q1
$290K Hold
2022
Q4
$315K Hold
2022
Q3
$270K Hold
2022
Q2
$292K Hold
2022
Q1
$290K Hold
2021
Q4
$270K Hold
2021
Q3
$255K Hold
2021
Q2
$293K Hold
2021
Q1
$299K Hold
2020
Q4
$276K Buy