Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Hold
2025
Q2
$366K Hold
2025
Q1
$357K Buy
2024
Q3
$307K Hold
2024
Q2
$279K Hold
2024
Q1
$306K Hold
2023
Q4
$296K Hold
2023
Q3
$260K Hold
2023
Q2
$293K Hold
2023
Q1
$272K Hold
2022
Q4
$295K Hold
2022
Q3
$260K Buy
2022
Q1
$343K Hold
2021
Q4
$378K Hold
2021
Q3
$318K Hold
2021
Q2
$312K Buy
2021
Q1
$229K Hold
2020
Q4
$209K Hold
2020
Q3
$208K Buy