Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Hold
2025
Q2
$421K Hold
2025
Q1
$559K Hold
2024
Q4
$455K Hold
2024
Q3
$559K Hold
2024
Q2
$426K Hold
2024
Q1
$462K Hold
2023
Q4
$399K Sell
2023
Q3
$352K Hold
2023
Q2
$375K Buy
2022
Q4
$272K Hold
2022
Q3
$235K Hold
2022
Q2
$246K Hold
2022
Q1
$264K Hold
2021
Q4
$349K Hold
2021
Q3
$283K Hold
2021
Q2
$302K Hold
2021
Q1
$282K Hold
2020
Q4
$241K Hold
2020
Q3
$241K Buy