Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Hold
2025
Q1
$241K Hold
2024
Q4
$325K Hold
2024
Q3
$359K Buy
2024
Q2
$158K Hold
2024
Q1
$147K Buy
2023
Q4
$186K Hold
2023
Q3
$158K Hold
2023
Q2
$222K Hold
2023
Q1
$166K Buy
2022
Q4
$139K Hold
2022
Q3
$170K Buy