Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$709K Hold
2025
Q2
$560K Hold
2025
Q1
$593K Hold
2024
Q4
$894K Hold
2024
Q3
$819K Hold
2024
Q2
$662K Hold
2024
Q1
$669K Hold
2023
Q4
$561K Hold
2023
Q3
$432K Hold
2023
Q2
$480K Hold
2023
Q1
$489K Hold
2022
Q4
$381K Hold
2022
Q3
$273K Hold
2022
Q2
$277K Hold
2022
Q1
$282K Hold
2021
Q4
$402K Hold
2021
Q3
$331K Hold
2021
Q2
$317K Hold
2021
Q1
$354K Hold
2020
Q4
$337K Buy