Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Hold
2025
Q2
$191K Hold
2025
Q1
$236K Buy
2024
Q4
$275K Buy
2024
Q3
$269K Hold
2024
Q2
$237K Hold
2024
Q1
$228K Hold
2023
Q4
$245K Hold
2023
Q3
$219K Hold
2023
Q2
$235K Hold
2023
Q1
$220K Hold
2022
Q4
$221K Hold
2022
Q3
$170K Hold
2022
Q2
$136K Hold
2022
Q1
$162K Hold
2021
Q4
$165K Buy