Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$334K Buy
2024
Q3
$372K Hold
2024
Q2
$342K Hold
2024
Q1
$346K Hold
2023
Q4
$410K Hold
2023
Q3
$341K Hold
2023
Q2
$358K Hold
2023
Q1
$380K Hold
2022
Q4
$372K Hold
2022
Q3
$300K Hold
2022
Q2
$337K Sell
2022
Q1
$463K Hold
2021
Q4
$362K Hold
2021
Q3
$321K Hold
2021
Q2
$437K Hold
2021
Q1
$416K Hold
2020
Q4
$392K Buy