Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Hold
2025
Q1
$343K Buy
2024
Q4
$322K Sell
2024
Q3
$444K Hold
2024
Q2
$426K Hold
2024
Q1
$367K Buy
2023
Q4
$298K Hold
2023
Q3
$255K Hold
2023
Q2
$243K Hold
2023
Q1
$224K Hold
2022
Q4
$206K Buy