Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Hold
2025
Q2
$286K Hold
2025
Q1
$284K Hold
2024
Q4
$239K Hold
2024
Q3
$299K Hold
2024
Q2
$282K Hold
2024
Q1
$314K Hold
2023
Q4
$259K Hold
2023
Q3
$247K Hold
2023
Q2
$242K Hold
2023
Q1
$221K Hold
2022
Q4
$286K Hold
2022
Q3
$240K Hold
2022
Q2
$228K Hold
2022
Q1
$207K Buy