Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Hold
2025
Q1
$443K Hold
2024
Q4
$379K Hold
2024
Q3
$399K Hold
2024
Q2
$437K Hold
2024
Q1
$406K Hold
2023
Q4
$398K Hold
2023
Q3
$389K Hold
2023
Q2
$365K Hold
2023
Q1
$349K Hold
2022
Q4
$345K Hold
2022
Q3
$302K Hold
2022
Q2
$317K Buy
2022
Q1
$310K Buy