Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Hold
2025
Q1
$445K Hold
2024
Q4
$404K Hold
2024
Q3
$387K Hold
2024
Q2
$342K Buy
2024
Q1
$335K Hold
2023
Q4
$325K Hold
2023
Q3
$314K Sell
2023
Q2
$342K Hold
2023
Q1
$350K Buy
2022
Q4
$347K Buy