Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Hold
2025
Q1
$349K Buy
2024
Q4
$286K Buy
2024
Q3
$257K Hold
2024
Q2
$191K Hold
2024
Q1
$221K Hold
2023
Q4
$203K Hold
2023
Q3
$193K Hold
2023
Q2
$220K Hold
2023
Q1
$251K Hold
2022
Q4
$235K Hold
2022
Q3
$284K Buy