Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Hold
2025
Q2
$222K Hold
2025
Q1
$251K Hold
2024
Q4
$296K Hold
2024
Q3
$326K Buy
2024
Q2
$302K Hold
2024
Q1
$261K Hold
2023
Q4
$260K Hold
2023
Q3
$222K Hold
2023
Q2
$265K Hold
2023
Q1
$253K Hold
2022
Q4
$232K Hold
2022
Q3
$215K Hold
2022
Q2
$283K Buy
2022
Q1
$296K Hold
2021
Q4
$307K Buy