Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$618K Hold
2025
Q2
$659K Hold
2025
Q1
$707K Hold
2024
Q4
$427K Hold
2024
Q3
$229K Hold
2024
Q2
$225K Hold
2024
Q1
$170K Hold
2023
Q4
$176K Hold
2023
Q3
$155K Hold
2023
Q2
$211K Hold
2023
Q1
$124K Hold
2022
Q4
$148K Hold
2022
Q3
$278K Hold
2022
Q2
$326K Hold
2022
Q1
$374K Hold
2021
Q4
$300K Hold
2021
Q3
$383K Hold
2021
Q2
$433K Hold
2021
Q1
$364K Buy
2020
Q4
$330K Buy