Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Hold
2025
Q1
$285K Hold
2024
Q4
$377K Hold
2024
Q3
$345K Hold
2024
Q2
$249K Hold
2024
Q1
$268K Hold
2023
Q4
$259K Hold
2023
Q3
$181K Hold
2023
Q2
$176K Hold
2023
Q1
$176K Hold
2022
Q4
$167K Hold
2022
Q3
$167K Hold
2022
Q2
$143K Buy