Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Hold
2025
Q1
$280K Hold
2024
Q4
$309K Hold
2024
Q3
$310K Hold
2024
Q2
$259K Hold
2024
Q1
$291K Hold
2023
Q4
$271K Hold
2023
Q3
$249K Hold
2023
Q2
$302K Hold
2023
Q1
$301K Hold
2022
Q4
$267K Hold
2022
Q3
$244K Hold
2022
Q2
$268K Hold
2022
Q1
$264K Hold
2021
Q4
$331K Hold
2021
Q3
$315K Hold
2021
Q2
$340K Hold
2021
Q1
$361K Hold
2020
Q4
$368K Buy