Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$500K Hold
2025
Q2
$577K Hold
2025
Q1
$449K Hold
2024
Q4
$460K Hold
2024
Q3
$455K Hold
2024
Q2
$481K Hold
2024
Q1
$476K Hold
2023
Q4
$458K Hold
2023
Q3
$374K Hold
2023
Q2
$335K Hold
2023
Q1
$326K Hold
2022
Q4
$285K Hold
2022
Q3
$284K Hold
2022
Q2
$282K Hold
2022
Q1
$352K Hold
2021
Q4
$471K Hold
2021
Q3
$395K Hold
2021
Q2
$359K Buy