Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Hold
2025
Q2
$341K Hold
2025
Q1
$355K Hold
2024
Q4
$303K Hold
2024
Q3
$319K Hold
2024
Q2
$349K Hold
2024
Q1
$325K Hold
2023
Q4
$319K Hold
2023
Q3
$312K Hold
2023
Q2
$292K Hold
2023
Q1
$279K Hold
2022
Q4
$276K Hold
2022
Q3
$241K Buy
2022
Q2
$250K Hold
2022
Q1
$263K Buy