Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Hold
2025
Q1
$271K Hold
2024
Q4
$252K Hold
2024
Q3
$273K Hold
2024
Q2
$218K Hold
2024
Q1
$209K Hold
2023
Q4
$201K Sell
2023
Q3
$561K Hold
2023
Q2
$510K Buy
2023
Q1
$244K Hold
2022
Q4
$273K Buy