Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$393K Hold
2025
Q1
$414K Hold
2024
Q4
$402K Hold
2024
Q3
$484K Hold
2024
Q2
$418K Hold
2024
Q1
$406K Hold
2023
Q4
$412K Hold
2023
Q3
$391K Hold
2023
Q2
$426K Hold
2023
Q1
$486K Sell
2022
Q4
$693K Hold
2022
Q3
$625K Hold
2022
Q2
$724K Hold
2022
Q1
$660K Hold
2021
Q4
$696K Hold
2021
Q3
$675K Hold
2021
Q2
$667K Hold
2021
Q1
$680K Buy