Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Buy
2025
Q2
$242K Hold
2025
Q1
$277K Hold
2024
Q4
$241K Hold
2024
Q3
$288K Hold
2024
Q2
$243K Hold
2024
Q1
$243K Hold
2023
Q4
$249K Sell
2023
Q3
$273K Hold
2023
Q2
$274K Buy
2023
Q1
$272K Sell
2022
Q4
$262K Hold
2022
Q3
$206K Sell
2022
Q2
$281K Hold
2022
Q1
$288K Hold
2021
Q4
$281K Buy