Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Hold
2025
Q2
$358K Hold
2025
Q1
$275K Hold
2024
Q4
$303K Hold
2024
Q3
$378K Hold
2024
Q2
$323K Hold
2024
Q1
$284K Hold
2023
Q4
$243K Hold
2023
Q3
$235K Hold
2023
Q2
$256K Hold
2023
Q1
$222K Sell
2022
Q4
$286K Hold
2022
Q3
$248K Hold
2022
Q2
$268K Hold
2022
Q1
$286K Hold
2021
Q4
$256K Hold
2021
Q3
$249K Hold
2021
Q2
$242K Hold
2021
Q1
$234K Hold
2020
Q4
$237K Hold
2020
Q3
$203K Hold
2020
Q2
$206K Buy