Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Buy
2025
Q2
$351K Buy
2025
Q1
$395K Buy
2024
Q4
$405K Buy
2024
Q3
$437K Buy
2024
Q2
$438K Buy
2024
Q1
$450K Buy
2023
Q4
$392K Buy
2023
Q3
$299K Buy
2023
Q2
$331K Buy
2023
Q1
$274K Hold
2022
Q4
$285K Hold
2022
Q3
$222K Hold
2022
Q2
$235K Sell
2022
Q1
$212K Buy
2021
Q3
Sell
2021
Q2
$282K Sell
2021
Q1
$278K Hold
2020
Q4
$294K Buy