Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$506K Hold
2025
Q1
$440K Hold
2024
Q4
$563K Hold
2024
Q3
$497K Hold
2024
Q2
$400K Hold
2024
Q1
$383K Hold
2023
Q4
$315K Hold
2023
Q3
$234K Hold
2023
Q2
$213K Buy
2022
Q2
Sell
2022
Q1
$222K Hold
2021
Q4
$284K Hold
2021
Q3
$232K Hold
2021
Q2
$225K Hold
2021
Q1
$186K Hold
2020
Q4
$154K Buy