Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$334K Hold
2025
Q1
$301K Hold
2024
Q4
$320K Hold
2024
Q3
$303K Hold
2024
Q2
$305K Hold
2024
Q1
$330K Hold
2023
Q4
$345K Hold
2023
Q3
$283K Hold
2023
Q2
$314K Hold
2023
Q1
$316K Hold
2022
Q4
$230K Hold
2022
Q3
$210K Hold
2022
Q2
$227K Hold
2022
Q1
$302K Hold
2021
Q4
$381K Buy