Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$517K Hold
2025
Q1
$502K Hold
2024
Q4
$421K Hold
2024
Q3
$384K Hold
2024
Q2
$378K Hold
2024
Q1
$347K Hold
2023
Q4
$345K Hold
2023
Q3
$336K Hold
2023
Q2
$337K Hold
2023
Q1
$299K Hold
2022
Q4
$265K Hold
2022
Q3
$222K Hold
2022
Q2
$278K Hold
2022
Q1
$291K Hold
2021
Q4
$256K Buy