Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Hold
2025
Q2
$428K Hold
2025
Q1
$479K Hold
2024
Q4
$431K Hold
2024
Q3
$415K Hold
2024
Q2
$352K Hold
2024
Q1
$400K Hold
2023
Q4
$349K Hold
2023
Q3
$389K Hold
2023
Q2
$414K Hold
2023
Q1
$378K Buy
2022
Q4
$358K Hold
2022
Q3
$319K Hold
2022
Q2
$321K Hold
2022
Q1
$388K Hold
2021
Q4
$358K Hold
2021
Q3
$341K Hold
2021
Q2
$285K Hold
2021
Q1
$274K Hold
2020
Q4
$252K Hold
2020
Q3
$246K Hold
2020
Q2
$230K Buy