Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
2025
Q1
$167K Hold
2024
Q4
$165K Hold
2024
Q3
$176K Hold
2024
Q2
$209K Hold
2024
Q1
$221K Hold
2023
Q4
$203K Hold
2023
Q3
$207K Hold
2023
Q2
$252K Hold
2023
Q1
$210K Hold
2022
Q4
$194K Hold
2022
Q3
$187K Buy