Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Hold
2025
Q2
$462K Hold
2025
Q1
$456K Hold
2024
Q4
$411K Hold
2024
Q3
$358K Hold
2024
Q2
$242K Hold
2024
Q1
$363K Hold
2023
Q4
$339K Buy
2023
Q3
$240K Hold
2023
Q2
$238K Buy
2023
Q1
$215K Buy
2022
Q2
Sell
2022
Q1
$212K Hold
2021
Q4
$207K Hold
2021
Q3
$213K Buy