Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Hold
2025
Q2
$418K Buy
2025
Q1
$312K Hold
2024
Q4
$281K Hold
2024
Q3
$319K Hold
2024
Q2
$294K Hold
2024
Q1
$311K Hold
2023
Q4
$275K Hold
2023
Q3
$249K Hold
2023
Q2
$255K Hold
2023
Q1
$236K Hold
2022
Q4
$219K Buy