Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Hold
2025
Q2
$348K Hold
2025
Q1
$312K Hold
2024
Q4
$339K Hold
2024
Q3
$441K Hold
2024
Q2
$436K Hold
2024
Q1
$499K Hold
2023
Q4
$443K Hold
2023
Q3
$393K Hold
2023
Q2
$358K Hold
2023
Q1
$380K Hold
2022
Q4
$348K Hold
2022
Q3
$304K Hold
2022
Q2
$307K Hold
2022
Q1
$348K Hold
2021
Q4
$399K Hold
2021
Q3
$354K Hold
2021
Q2
$340K Hold
2021
Q1
$323K Buy