Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$438K Hold
2025
Q2
$443K Buy
2025
Q1
$371K Hold
2024
Q4
$383K Hold
2024
Q3
$361K Hold
2024
Q2
$298K Hold
2024
Q1
$312K Hold
2023
Q4
$288K Hold
2023
Q3
$240K Hold
2023
Q2
$247K Hold
2023
Q1
$270K Hold
2022
Q4
$303K Hold
2022
Q3
$280K Hold
2022
Q2
$252K Hold
2022
Q1
$294K Hold
2021
Q4
$346K Hold
2021
Q3
$318K Buy
2021
Q2
$250K Hold
2021
Q1
$209K Buy