Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$330K Hold
2025
Q1
$343K Hold
2024
Q4
$306K Hold
2024
Q3
$285K Hold
2024
Q2
$273K Hold
2024
Q1
$266K Hold
2023
Q4
$235K Hold
2023
Q3
$228K Hold
2023
Q2
$217K Sell
2023
Q1
$226K Buy
2022
Q4
$210K Buy
2019
Q1
Sell
2018
Q4
$181K Buy