Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$357K Hold
2025
Q2
$337K Hold
2025
Q1
$356K Hold
2024
Q4
$331K Hold
2024
Q3
$358K Hold
2024
Q2
$286K Hold
2024
Q1
$275K Hold
2023
Q4
$264K Hold
2023
Q3
$246K Hold
2023
Q2
$223K Hold
2023
Q1
$206K Hold
2022
Q4
$230K Buy
2022
Q2
Sell
2022
Q1
$206K Sell
2021
Q4
$350K Hold
2021
Q3
$313K Sell
2021
Q2
$385K Sell
2021
Q1
$407K Buy
2020
Q4
$348K Buy