Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Hold
2025
Q1
$319K Hold
2024
Q4
$289K Hold
2024
Q3
$270K Sell
2024
Q2
$479K Buy
2024
Q1
$270K Hold
2023
Q4
$211K Hold
2023
Q3
$211K Hold
2023
Q2
$218K Hold
2023
Q1
$233K Hold
2022
Q4
$210K Buy