Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$433K Buy
2025
Q2
$433K Hold
2025
Q1
$385K Hold
2024
Q4
$369K Hold
2024
Q3
$332K Hold
2024
Q2
$296K Buy
2024
Q1
$276K Hold
2023
Q4
$279K Hold
2023
Q3
$297K Hold
2023
Q2
$286K Sell
2023
Q1
$313K Hold
2022
Q4
$285K Hold
2022
Q3
$239K Buy