Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Hold
2025
Q2
$461K Hold
2025
Q1
$489K Hold
2024
Q4
$444K Buy
2024
Q3
$422K Hold
2024
Q2
$373K Hold
2024
Q1
$386K Hold
2023
Q4
$374K Hold
2023
Q3
$363K Hold
2023
Q2
$352K Hold
2023
Q1
$360K Hold
2022
Q4
$363K Hold
2022
Q3
$353K Hold
2022
Q2
$358K Hold
2022
Q1
$429K Hold
2021
Q4
$429K Buy
2019
Q4
$159K Buy