Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Hold
2025
Q2
$617K Hold
2025
Q1
$672K Hold
2024
Q4
$668K Hold
2024
Q3
$654K Hold
2024
Q2
$509K Hold
2024
Q1
$526K Hold
2023
Q4
$494K Hold
2023
Q3
$393K Hold
2023
Q2
$387K Hold
2023
Q1
$381K Hold
2022
Q4
$291K Hold
2022
Q3
$277K Hold
2022
Q2
$295K Hold
2022
Q1
$337K Hold
2021
Q4
$416K Hold
2021
Q3
$372K Hold
2021
Q2
$269K Hold
2021
Q1
$205K Hold
2020
Q4
$212K Buy