Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Hold
2025
Q2
$422K Hold
2025
Q1
$415K Hold
2024
Q4
$499K Hold
2024
Q3
$507K Hold
2024
Q2
$424K Hold
2024
Q1
$408K Hold
2023
Q4
$418K Hold
2023
Q3
$389K Hold
2023
Q2
$366K Hold
2023
Q1
$397K Hold
2022
Q4
$410K Hold
2022
Q3
$386K Hold
2022
Q2
$421K Hold
2022
Q1
$566K Hold
2021
Q4
$576K Buy