Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$387K Hold
2025
Q2
$425K Hold
2025
Q1
$407K Hold
2024
Q4
$435K Hold
2024
Q3
$445K Hold
2024
Q2
$418K Hold
2024
Q1
$411K Hold
2023
Q4
$357K Hold
2023
Q3
$324K Hold
2023
Q2
$342K Hold
2023
Q1
$352K Hold
2022
Q4
$314K Hold
2022
Q3
$270K Hold
2022
Q2
$281K Hold
2022
Q1
$364K Sell
2021
Q4
$457K Buy