Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$484K Hold
2025
Q1
$540K Hold
2024
Q4
$452K Hold
2024
Q3
$558K Hold
2024
Q2
$541K Hold
2024
Q1
$493K Hold
2023
Q4
$499K Buy
2023
Q3
$358K Hold
2023
Q2
$296K Hold
2023
Q1
$322K Hold
2022
Q4
$350K Hold
2022
Q3
$300K Hold
2022
Q2
$324K Hold
2022
Q1
$322K Hold
2021
Q4
$300K Hold
2021
Q3
$283K Hold
2021
Q2
$325K Hold
2021
Q1
$332K Hold
2020
Q4
$306K Hold
2020
Q3
$339K Hold
2020
Q2
$314K Hold
2020
Q1
$270K Buy