Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
2025
Q1
$430K Hold
2024
Q4
$505K Hold
2024
Q3
$494K Hold
2024
Q2
$437K Hold
2024
Q1
$419K Hold
2023
Q4
$451K Hold
2023
Q3
$403K Buy
2023
Q2
Sell
2023
Q1
$404K Buy
2022
Q4
Sell
2022
Q3
$689K Buy