Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Hold
2025
Q2
$328K Hold
2025
Q1
$367K Hold
2024
Q4
$330K Hold
2024
Q3
$318K Hold
2024
Q2
$270K Hold
2024
Q1
$307K Hold
2023
Q4
$267K Hold
2023
Q3
$298K Hold
2023
Q2
$317K Hold
2023
Q1
$290K Hold
2022
Q4
$276K Hold
2022
Q3
$246K Hold
2022
Q2
$248K Hold
2022
Q1
$299K Hold
2021
Q4
$276K Hold
2021
Q3
$263K Hold
2021
Q2
$219K Hold
2021
Q1
$211K Buy