Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Hold
2025
Q2
$369K Hold
2025
Q1
$399K Hold
2024
Q4
$402K Hold
2024
Q3
$343K Hold
2024
Q2
$310K Hold
2024
Q1
$351K Hold
2023
Q4
$342K Hold
2023
Q3
$302K Hold
2023
Q2
$342K Hold
2023
Q1
$293K Hold
2022
Q4
$271K Hold
2022
Q3
$239K Buy