Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Buy
2025
Q2
$266K Hold
2025
Q1
$254K Hold
2024
Q4
$246K Hold
2024
Q3
$238K Hold
2024
Q2
$228K Hold
2024
Q1
$196K Buy
2023
Q4
$176K Hold
2023
Q3
$151K Hold
2023
Q2
$144K Buy
2023
Q1
$113K Hold
2022
Q4
$104K Hold
2022
Q3
$108K Hold
2022
Q2
$109K Hold
2022
Q1
$131K Hold
2021
Q4
$129K Buy