Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Hold
2025
Q2
$298K Hold
2025
Q1
$310K Hold
2024
Q4
$284K Hold
2024
Q3
$296K Hold
2024
Q2
$262K Hold
2024
Q1
$266K Hold
2023
Q4
$232K Sell
2023
Q3
$244K Hold
2023
Q2
$226K Hold
2023
Q1
$228K Hold
2022
Q4
$259K Hold
2022
Q3
$214K Hold
2022
Q2
$231K Hold
2022
Q1
$251K Hold
2021
Q4
$227K Hold
2021
Q3
$204K Buy