Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$693K Hold
2025
Q2
$704K Hold
2025
Q1
$687K Hold
2024
Q4
$586K Buy
2024
Q3
$436K Hold
2024
Q2
$398K Hold
2024
Q1
$435K Hold
2023
Q4
$421K Hold
2023
Q3
$371K Hold
2023
Q2
$417K Hold
2023
Q1
$388K Hold
2022
Q4
$420K Hold
2022
Q3
$370K Hold
2022
Q2
$416K Hold
2022
Q1
$453K Hold
2021
Q4
$539K Hold
2021
Q3
$452K Hold
2021
Q2
$444K Hold
2021
Q1
$459K Hold
2020
Q4
$419K Buy