Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Hold
2025
Q1
$485K Hold
2024
Q4
$496K Hold
2024
Q3
$514K Hold
2024
Q2
$415K Buy
2024
Q1
$429K Hold
2023
Q4
$388K Hold
2023
Q3
$366K Hold
2023
Q2
$445K Hold
2023
Q1
$405K Hold
2022
Q4
$471K Hold
2022
Q3
$369K Sell
2022
Q2
$397K Hold
2022
Q1
$459K Hold
2021
Q4
$413K Buy