Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
2025
Q1
$373K Hold
2024
Q4
$335K Hold
2024
Q3
$381K Hold
2024
Q2
$351K Hold
2024
Q1
$354K Hold
2023
Q4
$327K Hold
2023
Q3
$296K Hold
2023
Q2
$305K Hold
2023
Q1
$292K Hold
2022
Q4
$261K Hold
2022
Q3
$216K Buy
2022
Q1
$256K Hold
2021
Q4
$277K Hold
2021
Q3
$238K Hold
2021
Q2
$231K Buy