Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Hold
2025
Q1
$253K Hold
2024
Q4
$234K Buy
2024
Q2
Sell
2024
Q1
$498K Buy
2023
Q4
$421K Sell
2023
Q3
$385K Hold
2023
Q2
$424K Hold
2023
Q1
$376K Hold
2022
Q4
$331K Buy
2022
Q3
$227K Buy
2021
Q3
Sell
2021
Q2
$329K Buy
2021
Q1
$338K Buy