Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Hold
2025
Q2
$311K Hold
2025
Q1
$337K Hold
2024
Q4
$339K Hold
2024
Q3
$290K Hold
2024
Q2
$261K Hold
2024
Q1
$296K Hold
2023
Q4
$289K Hold
2023
Q3
$255K Hold
2023
Q2
$288K Hold
2023
Q1
$247K Buy
2022
Q3
$201K Buy
2022
Q2
Sell
2022
Q1
$220K Hold
2021
Q4
$215K Hold
2021
Q3
$209K Hold
2021
Q2
$220K Hold
2021
Q1
$231K Buy