Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$476K Hold
2025
Q2
$476K Hold
2025
Q1
$533K Hold
2024
Q4
$480K Hold
2024
Q3
$462K Hold
2024
Q2
$392K Hold
2024
Q1
$446K Hold
2023
Q4
$389K Hold
2023
Q3
$433K Hold
2023
Q2
$461K Hold
2023
Q1
$421K Hold
2022
Q4
$401K Hold
2022
Q3
$358K Hold
2022
Q2
$360K Hold
2022
Q1
$435K Hold
2021
Q4
$401K Hold
2021
Q3
$382K Hold
2021
Q2
$319K Hold
2021
Q1
$307K Hold
2020
Q4
$282K Buy