Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Hold
2025
Q2
$233K Hold
2025
Q1
$210K Hold
2024
Q4
$213K Hold
2024
Q3
$226K Hold
2024
Q2
$207K Hold
2024
Q1
$235K Hold
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$215K Hold
2023
Q1
$224K Hold
2022
Q4
$221K Hold
2022
Q3
$205K Hold
2022
Q2
$245K Hold
2022
Q1
$236K Hold
2021
Q4
$227K Sell
2021
Q3
$228K Hold
2021
Q2
$226K Hold
2021
Q1
$229K Buy