Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Hold
2025
Q1
$277K Hold
2024
Q4
$269K Hold
2024
Q3
$324K Hold
2024
Q2
$279K Hold
2024
Q1
$272K Hold
2023
Q4
$275K Hold
2023
Q3
$262K Hold
2023
Q2
$285K Hold
2023
Q1
$325K Hold
2022
Q4
$340K Hold
2022
Q3
$306K Hold
2022
Q2
$355K Hold
2022
Q1
$324K Hold
2021
Q4
$343K Hold
2021
Q3
$331K Buy