Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Hold
2025
Q2
$374K Hold
2025
Q1
$288K Hold
2024
Q4
$317K Hold
2024
Q3
$396K Hold
2024
Q2
$338K Hold
2024
Q1
$297K Hold
2023
Q4
$254K Hold
2023
Q3
$246K Hold
2023
Q2
$268K Hold
2023
Q1
$233K Hold
2022
Q4
$236K Hold
2022
Q3
$205K Hold
2022
Q2
$221K Hold
2022
Q1
$236K Hold
2021
Q4
$211K Hold
2021
Q3
$205K Hold
2021
Q2
$200K Sell
2021
Q1
$649K Hold
2020
Q4
$656K Buy