Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$574K Hold
2025
Q1
$582K Buy
2024
Q4
$289K Buy
2024
Q3
$272K Hold
2024
Q2
$359K Hold
2024
Q1
$512K Buy
2023
Q4
$538K Hold
2023
Q3
$380K Hold
2023
Q2
$358K Hold
2023
Q1
$350K Hold
2022
Q4
$283K Hold
2022
Q3
$276K Buy
2013
Q4
Sell
2013
Q3
$26K Sell
2013
Q2
$46K Buy