Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
2025
Q1
$218K Hold
2024
Q4
$230K Buy
2024
Q2
Sell
2024
Q1
$402K Hold
2023
Q4
$382K Hold
2023
Q3
$381K Hold
2023
Q2
$324K Hold
2023
Q1
$264K Hold
2022
Q4
$205K Buy
2022
Q1
Sell
2021
Q4
$210K Buy