Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$459K Hold
2025
Q2
$420K Hold
2025
Q1
$536K Hold
2024
Q4
$699K Hold
2024
Q3
$671K Hold
2024
Q2
$728K Hold
2024
Q1
$897K Hold
2023
Q4
$672K Hold
2023
Q3
$612K Hold
2023
Q2
$525K Hold
2023
Q1
$417K Hold
2022
Q4
$322K Hold
2022
Q3
$291K Hold
2022
Q2
$288K Hold
2022
Q1
$374K Hold
2021
Q4
$517K Hold
2021
Q3
$365K Hold
2021
Q2
$321K Hold
2021
Q1
$354K Hold
2020
Q4
$277K Buy