Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$196K Hold
2025
Q2
$201K Hold
2025
Q1
$218K Hold
2024
Q4
$212K Hold
2024
Q3
$208K Hold
2024
Q2
$215K Hold
2024
Q1
$227K Hold
2023
Q4
$234K Hold
2023
Q3
$215K Hold
2023
Q2
$227K Hold
2023
Q1
$232K Hold
2022
Q4
$191K Hold
2022
Q3
$177K Hold
2022
Q2
$194K Buy
2022
Q1
$204K Buy
2021
Q4
$154K Hold
2021
Q3
$142K Hold
2021
Q2
$159K Hold
2021
Q1
$159K Hold
2020
Q4
$157K Buy