Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490K Hold
2025
Q1
$365K Hold
2024
Q4
$461K Hold
2024
Q3
$474K Hold
2024
Q2
$552K Hold
2024
Q1
$456K Hold
2023
Q4
$306K Hold
2023
Q3
$276K Hold
2023
Q2
$216K Buy
2022
Q2
Sell
2022
Q1
$201K Hold
2021
Q4
$225K Buy