Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Hold
2025
Q2
$320K Hold
2025
Q1
$259K Hold
2024
Q4
$264K Hold
2024
Q3
$211K Hold
2024
Q2
$294K Hold
2024
Q1
$309K Hold
2023
Q4
$341K Hold
2023
Q3
$279K Hold
2023
Q2
$321K Hold
2023
Q1
$256K Buy
2022
Q4
Sell
2022
Q3
$254K Hold
2022
Q2
$215K Hold
2022
Q1
$319K Hold
2021
Q4
$294K Hold
2021
Q3
$222K Hold
2021
Q2
$237K Buy