Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$577K Hold
2025
Q2
$479K Hold
2025
Q1
$364K Hold
2024
Q4
$337K Hold
2024
Q3
$414K Hold
2024
Q2
$441K Hold
2024
Q1
$374K Hold
2023
Q4
$311K Hold
2023
Q3
$245K Hold
2023
Q2
$259K Hold
2023
Q1
$214K Hold
2022
Q4
$202K Buy
2022
Q1
Sell
2021
Q4
$230K Sell
2021
Q3
$224K Hold
2021
Q2
$213K Hold
2021
Q1
$221K Buy