Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Hold
2025
Q1
$303K Hold
2024
Q4
$374K Hold
2024
Q3
$392K Hold
2024
Q2
$439K Hold
2024
Q1
$470K Hold
2023
Q4
$425K Buy
2023
Q2
$381K Hold
2023
Q1
$365K Hold
2022
Q4
$372K Buy