Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Buy
2025
Q2
$422K Buy
2025
Q1
$439K Buy
2024
Q4
$400K Buy
2024
Q3
$416K Sell
2024
Q2
$373K Buy
2024
Q1
$371K Buy
2023
Q4
$323K Buy
2023
Q3
$296K Buy
2023
Q2
$273K Buy
2023
Q1
$274K Hold
2022
Q4
$311K Hold
2022
Q3
$257K Hold
2022
Q2
$277K Buy
2022
Q1
$299K Hold
2021
Q4
$271K Hold
2021
Q3
$243K Hold
2021
Q2
$223K Hold
2021
Q1
$221K Hold
2020
Q4
$215K Buy